For directions to our offices, click on the “Google Map” links below.
Oakland, CA 94607
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 firstname.lastname@example.org. (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.
The Dow Jones Industrial Average and the S&P 500 reached the end of the second quarter well below th...
Join us for our quarterly Investment Committee Update online webinar.
Thanks to the St. Patrick’s Day editorial page of the Wall Street Journal, I learned about America...
Every year, representatives of the Bell Investment Advisors financial planning staff attend the Financial Planning Association NorCal Conference in San Francisco as part of a continuing desire to maintain the highest standards of excellence in Bell’s financial planning practices, as well as to pursue ongoing professional education. On May 29 and 30 of this year, […]