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        General Info
        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.
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        http://www.belville.com

        https://www.belville.com

        Categories
        Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Securities, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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        Details

        Phone: (831) 647-3170

        Address: 30 Ryan Ct, Monterey, CA 93940

        Website: http://www.belville.com

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