Our Offices and Directions

Contact Us

For directions to our offices, click on the “Google Map” links below.

Oakland Office
1111 Broadway
16th Floor
Oakland, CA 94607
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Santa Rosa Office

If you have questions or would like to arrange an appointment to meet with us in person at no cost or obligation, please call our main office at 800.700.0089 or e-mail us at info@bellinvest.com.

If you are a client and have questions regarding your account, please contact your relationship manager directly by calling our main office: 800.700.0089.

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Market Analysis

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Market Analysis – September 2017
October 4, 2017

September Surprise! On average, September is the worst month of the year for stock market performanc...


Video

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President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


Publication

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Strength in Numbers: A Golden First Half for Global Stocks
July 26, 2017

By no means am I an authentic basketball fan. For example, I do not under-stand a pick and roll. But...

Latest News

Charitable Giving During the Retirement Years: A “Choirside” Lecture

The Piedmont East Bay Children’s Choir is hosting a presentation on October 28 by Jim Bell, CFP®, President and Founder of Bell Investment Advisors, for parents and grandparents of chorus members — and opening the event to others in the community who are interested in attending. The half hour talk on giving during the retirement […]

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