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Chell Financial

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Investor & Investment Firm

Services offered by this company.

Primary Markets:

Lists the geographic locations where this company operates and offers its services, including specific cities, regions, or states.

Indialantic, FL

Address:

420 4th Ave Suite B, Indialantic, FL 32903, United States

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Chell Financial is a wealth management firm that specializes in providing comprehensive financial planning and investment management services to high net worth individuals. With over 70 years of experience, the firm offers expertise in areas such as wealth building strategies, retirement planning, tax planning, and estate planning.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Wealth Management
  • Financial Planning
  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Education Planning
Why Choose This Company:

KeyCrews recommendation on why this service provider may be the best fit for your needs.

This is the company for individuals seeking a trusted and experienced wealth management partner. Chell Financial, founded in 1966 in Brevard County, Florida, has a rich history of guiding high-net-worth clients to financial success.With over 70 years in business, Chell Financial is led by a team of Certified Financial Planners (CFPs) who specialize in tailored wealth building strategies, investment planning, retirement planning, tax planning, estate planning, and education planning. Their unconstrained, objective approach and empathetic client relationships have enabled them to steer clients through major market cycles.Beyond their financial expertise, Chell Financial is deeply committed to the local community, supporting 12 philanthropic organizations and spearheading initiatives to protect the Indian River Lagoon. This dedication to making a positive impact sets them apart as a trusted partner for discerning clients seeking comprehensive wealth management and a shared vision for the greater good.

Awards & Certifications:

  • Certified Financial Planner (CFP)
  • Registered Principal

Overview

Overall, clients praise Chell Financial for its excellent team of financial advisors, particularly Nelson Cover, who are highly knowledgeable, responsive, and dedicated to helping clients achieve their financial goals. Reviewers highlight the firm's personalized approach, market expertise, and ability to navigate complex financial decisions with confidence. Clients express satisfaction with the firm's investment management, retirement planning, and estate planning services.

Pricing

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Investor & Investment Firm Services

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People often ask...

What services does the company offer?

The company offers full service financial planning and wealth management services. These include wealth building strategies, investment planning, retirement planning, tax planning, estate planning, and education planning.

What geographic areas does the company serve?

The company serves clients in Brevard County, Florida.

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