Bellatore Financial: Bridging the Gap

Our Mission

Born out of dissatisfaction with existing options, Bellatore was built from the ground up with a focus on providing flexibility, an elite supporting cast and a full suite of services to help you gain more time and increase capacity.

Our Vision

Built in conjunction with leading advisors, our services adapt to your needs by giving you the freedom to do business as you see fit.

 

Our Services

Our services allow you to:

  • Maintain a level of control and flexibility over your investments
  • Stop selling all your clients’ assets to transition to a new firm
  • Use more than a single fund company
  • Access a team of investment experts to help with asset allocation and fund selection
  • Carry over cost basis and, in some cases, performance
  • Outsource monitoring and rebalancing
  • Customize your service experience and ongoing management

Our Team

Larry Harvey, CEO

A short biography of the employee and why their background should inspire potential clients' confidence.

Eric Zagala, Operations Manager

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