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Three Bell Capital

Email address and contacts

Quick try with Connor Delfelder from three-bell.com

Three Bell Capital company description

Three Bell Capital is comprised of a team of experienced industry professionals dedicated to providing a superior suite of financial services to a limited number of clients for whom we can have tremendous impact. Whether you are a private wealth management client or a business interested in establishing or transitioning a retirement plan, Three Bell Capital is your professional financial resource. When you are ready, please don’t hesitate to contact us at your convenience. We look forward to meeting and speaking with you. Check us out and follow us on Twitter @threebellcap

Key Employees

  • Connor Delfelder
    Wealth Management Operations Coordinator
  • Jon Porter
    CEO
  • Greg Fomin
    Chief Operating Officer

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New team members of Three Bell Capital

Andre Huaman
Managing Partner
Jeff Larsen, CPFA, CPC, QPA, QKA
Director, Retirement Plan Services
Dean Somes
Senior Wealth Manager
Eric Patterson
Chief Investment Officer - Co-Founder
Eric Patterson
Chief Investment Officer - Co-Founder
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