Biel Investment Capital
About
Welcome to Biel Investment Management, a trusted and experienced consulting firm in Spokane, WA. We are committed to helping our clients achieve their financial goals through personalized and strategic financial planning.
About Us: Our Mission Statement: Our mission is to provide our clients with exceptional financial advice and guidance, customized to their unique needs and objectives, and to empower them to make informed decisions that lead to financial success and peace of mind. Our Firm: Biel Investment Management is led by Rick Biel, a seasoned financial advisor with over 20 years of experience in the industry.
Rick and his team of professionals are dedicated to providing personalized financial planning, portfolio management, and investment advice to our clients. Meet Rick Biel: As the founder of Biel Investment Management, Rick Biel has built a reputation as a trusted advisor to individuals and families seeking to build and preserve wealth.
Rick has extensive knowledge and expertise in all aspects of financial planning, including retirement planning, estate planning, tax planning, and risk management. Our Services: We offer a wide range of financial services to help our clients achieve their goals, including comprehensive financial planning, retirement planning, portfolio management, investment advice, and tax planning.
Qualifications: At Biel Investment Management, we pride ourselves on our commitment to ongoing education and professional development. Our team members hold various industry qualifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). SmartVestor Pro: We are proud to be a SmartVestor Pro, endorsed by Dave Ramsey, and committed to helping our clients achieve financial peace and stability through smart investing.
Resources: We offer a wealth of resources to help our clients stay informed and educated about their finances. Our resources include informative articles, interactive calculators, educational flipbooks, newsletters, a financial glossary, a tax library, and informative videos. Contact Us: Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.
3 Factors to Consider When Investing for the Long Term: Our team of professionals has put together an informative article on three factors to consider when investing for the long term. This article will help you make informed decisions about your investments and help you achieve your long-term financial goals. Newsletters: We offer a range of newsletters on topics ranging from new retirement savings rules to maximizing your tax withholding.
Our newsletters are designed to keep you up to date on the latest financial news and trends. Calculators: Our interactive calculators will help you make informed decisions about your finances, from determining if you’re eligible for an IRA to calculating estate taxes and loan payoffs. At Biel Investment Management, we are dedicated to helping our clients achieve their financial goals through personalized and strategic financial planning.
Contact us today to schedule a consultation and learn more about how we can help you achieve financial success and peace of mind.
Growth
Biel Investment Management operates as a financial advisory firm offering services related to insurance, investing, retirement planning, estate planning, and wealth preservation. The company caters to individuals seeking proactive financial management solutions. They aim to educate clients on financial concepts and the value of working with skilled professionals to achieve their financial goals. The company provides market performance data and updates on personal finance developments. Biel Investment Management is focused on helping clients make informed decisions about their financial future.
Achievements
Biel Investment Management has established a reputation as a trusted financial advisor, helping clients navigate complex financial decisions. The company has developed a range of resources, including newsletter articles, calculators, and research reports, to support clients in understanding financial concepts and market trends. They have expanded their services to offer comprehensive financial planning solutions tailored to individual needs. Biel Investment Management has demonstrated consistent growth in client base and revenue, indicating successful market penetration and customer retention.
Case Studies
Biel Investment Management has effectively helped clients achieve their financial goals through personalized financial planning strategies. By offering tailored advice on investment options, retirement planning, and estate management, the company has assisted individuals in securing their financial future. Biel Investment Management's case studies highlight successful outcomes in areas such as mortgage acceleration, Roth IRA conversion, cash flow analysis, and long-term care insurance planning. These examples showcase the company's expertise in providing practical financial solutions.
Socials
Website
Founded
-
Operating Status
Active
Industry
Financial services
headquarters
Address
Nairobi, Kenya...
Country
Kenya
Employees
9
Key People
()
Services
Insurance
Investing
Retirement planning
Estate planning
Wealth preservation
Revenue
Operating Income
Stock Price
Why Setting Up a Virtual Delivery Center (VDC) Is Critical for Your Company’s Success
Achieving business success in today’s competitive landscape requires specialized expertise, seamless operations, and continuous innovation. Establishing a Virtual Delivery Center (VDC) can transform your company’s growth journey by ensuring efficiency, scalability, and long-term value.
Why Choose a VDC for Your Company?
1. Cost Optimization:
Save up to 70% on operational costs by leveraging remote teams and streamlined processes.
2. Expert Access:
Gain instant access to highly skilled professionals, ensuring faster and smoother project execution.
3. Scalable Teams:
Scale your team as business needs evolve, from initial project setup to long-term support.
4. Accelerated Timelines:
Leverage 24/7 global teams to reduce project delays and speed up implementation.
5. Continuous Support:
Ensure uninterrupted business performance with ongoing maintenance and updates.
Unlock Business Success with a VDC By establishing a VDC, your company can overcome operational challenges, achieve seamless system integration, and maximize ROI. Stay ahead in today’s dynamic market with a future-ready business strategy powered by a Virtual Delivery Center. Learn More About Us
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Biel Investment Capital
-
Website
-
Founded
-
-
Address
Nairobi, Kenya...
-
Country
Kenya
-
Number of employees
9+
About Biel Investment Capital
Welcome to Biel Investment Management, a trusted and experienced consulting firm in Spokane, WA. We are committed to helping our clients achieve their financial goals through personalized and strategic financial planning.
About Us: Our Mission Statement: Our mission is to provide our clients with exceptional financial advice and guidance, customized to their unique needs and objectives, and to empower them to make informed decisions that lead to financial success and peace of mind. Our Firm: Biel Investment Management is led by Rick Biel, a seasoned financial advisor with over 20 years of experience in the industry.
Rick and his team of professionals are dedicated to providing personalized financial planning, portfolio management, and investment advice to our clients. Meet Rick Biel: As the founder of Biel Investment Management, Rick Biel has built a reputation as a trusted advisor to individuals and families seeking to build and preserve wealth.
Rick has extensive knowledge and expertise in all aspects of financial planning, including retirement planning, estate planning, tax planning, and risk management. Our Services: We offer a wide range of financial services to help our clients achieve their goals, including comprehensive financial planning, retirement planning, portfolio management, investment advice, and tax planning.
Qualifications: At Biel Investment Management, we pride ourselves on our commitment to ongoing education and professional development. Our team members hold various industry qualifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). SmartVestor Pro: We are proud to be a SmartVestor Pro, endorsed by Dave Ramsey, and committed to helping our clients achieve financial peace and stability through smart investing.
Resources: We offer a wealth of resources to help our clients stay informed and educated about their finances. Our resources include informative articles, interactive calculators, educational flipbooks, newsletters, a financial glossary, a tax library, and informative videos. Contact Us: Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.
3 Factors to Consider When Investing for the Long Term: Our team of professionals has put together an informative article on three factors to consider when investing for the long term. This article will help you make informed decisions about your investments and help you achieve your long-term financial goals. Newsletters: We offer a range of newsletters on topics ranging from new retirement savings rules to maximizing your tax withholding.
Our newsletters are designed to keep you up to date on the latest financial news and trends. Calculators: Our interactive calculators will help you make informed decisions about your finances, from determining if you’re eligible for an IRA to calculating estate taxes and loan payoffs. At Biel Investment Management, we are dedicated to helping our clients achieve their financial goals through personalized and strategic financial planning.
Contact us today to schedule a consultation and learn more about how we can help you achieve financial success and peace of mind.
Why Setting Up a Virtual Delivery Center (VDC) Is Critical for Your Company’s Success
Achieving business success in today’s competitive landscape requires specialized expertise, seamless operations, and continuous innovation. Establishing a Virtual Delivery Center (VDC) can transform your company’s growth journey by ensuring efficiency, scalability, and long-term value.
Why Choose a VDC for Your Company?
1. Cost Optimization:
Save up to 70% on operational costs by leveraging remote teams and streamlined processes.
2. Expert Access:
Gain instant access to highly skilled professionals, ensuring faster and smoother project execution.
3. Scalable Teams:
Scale your team as business needs evolve, from initial project setup to long-term support.
4. Accelerated Timelines:
Leverage 24/7 global teams to reduce project delays and speed up implementation.
5. Continuous Support:
Ensure uninterrupted business performance with ongoing maintenance and updates.
Unlock Business Success with a VDC By establishing a VDC, your company can overcome operational challenges, achieve seamless system integration, and maximize ROI. Stay ahead in today’s dynamic market with a future-ready business strategy powered by a Virtual Delivery Center. Learn More About Us
Book A Meeting To Setup Your VDC
