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Providing dynamic active portfolio management and structure for long term, intermediate term and short term investors

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About Sandra Bella

FINANCIAL PROFESSIONAL of Avantax Investment ServicesSM
Member FINRA, SIPC

Currently helping amazing individuals in UT, CA, CO and MT.


I strongly feel my job is to combine my knowledge and the wisdom from proven financial strategies and philosophies to provide a solid investment portfolio for each individual/company so that they may achieve their goals and desires.

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Here For You

Here For You

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—I can help you address your most pressing financial questions.

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<br /><br /><br /> Download Our Free Ebook<br /><br />




Download Our Free Ebook

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Client Centered

Client Centered

My business is built on a foundation of thoughtful client relationships.

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