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
Google Map

Also seeing clients in our
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.  (You may want to first view frequently-asked questions.)

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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February Celebrates Flexibility – 3/4/2019
March 5, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. One big factor that …Read More

Video

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Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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