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Blue Bell Private Wealth Management

About Blue Bell Private Wealth Management

Our firm is a fee-only investment advisory and financial planning firm located in Blue Bell, PA. With over 120 years of combined experience we are dedicated to helping clients maximize their financial goals.

Min project size

50,000+

Hourly rate

50 / hr

Employees

22

Locations

United States

Year founded

Founded 2005

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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