Bell Rock Capital, LLC

 
 
 
 
 
 
 
 
 
 
 
 
Finance & Insurance >> FINANCIAL ADVISOR

Bell Rock Capital, LLC

980 N. Federal Highway, Suite 110
Boca Raton, FL 33432 | map | directions
Jacqueline Reeves Jacqueline Reeves
(561) 289-5308
Bell Rock Capital, LLC is an SEC Registered Investment Advisor based in southern Delaware, with satellite offices in northern Delaware, Florida, Pennsylvania, New Jersey, and California. Client assets are managed as Separately Managed Accounts, for both high net worth individuals and families as well as banks and insurance companies. We utilize proprietary research as well as technology-driven investment tools to manage our accounts and conduct fundamental and technical analysis on the companies we consider before investing. Our 401(K) Advisory Services include the role of acting as an ERISA 3(38) and/or advisor on the Company plan including analyzing, monitoring, educating and making changes to the plan's investment selections. A member of our team has been awarded the Accredited Investment Fiduciary Analyst® (AIFA®) designation, and the Professional Plan Consultant™ (PPC™) designation from fi360. These designations support our commitment to fiduciary excellence on behalf of our Company retirement plan clients and our firm.
Member Since: 2008
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 (Date: 6/2/2023)
 
 

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