Belville Financial Advisors a Registered Investment Advisor began business in 1979.  Approximately, 25% of our clients have been with us for more than 20 years.  We are located in Monterey, CA. 

 

We specialize in large IRA rollovers as well as personal investments.  Our minimum account size for assets to manage in the fee program is $750,000.00.

 

We pride ourselves in limiting the number of clients we work with so we can give everyone the attention they deserve.  Each portfolio is individually designed by Dorothy Belville based on the client’s risk tolerance, income needs, other assets and time horizon.

 

Each client is offered a personal portfolio review quarterly with Dorothy.  This can be done by telephone or in person and will include any financial planning issues the client wants to discuss.

 

Additionally, Dorothy and her staff are available to answer questions the client might have. 

 

We currently manage over $138,000,000 through Pacific West Financial Consultants, Inc., a Registered Investment Advisor. The maximum number of clients we will work with is 200. We also manage over $25,000,000 in annuity portfolios. 

 

Our Missionis to provide our clients with financial peace of mind.

 

You will notice the cartoon drawings of a Mission, Buzz and Bear.  Our friend Alex Anderson, creator of Rocky & Bullwinkle, also created our cartoon character Buzz, which stands for the Belville Bee, and his side kick, Bear.  Alex’s art work is seen on this website.

 

Our services are for those who want:

*       Honesty.

*       An artful approach to investing.

*       Sound financial advice.

*       A personal touch.

*       Years of experience.