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.

  • This field is for validation purposes and should be left unchanged.

 

Market Analysis

White paper feature image
“Stocks are falling. I’m buying them anyway.” – 12/4/18
December 5, 2018 The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in …Read More

Video

video feature image
Mid-Term Aftermath
December 21, 2018 Join us for our quarterly Investment Committee Update webinar as our presenters discuss timely …Read More

Publication

bellinvest publicaion
Do You Have a Bias Against International Small-Cap Stocks?
October 25, 2018 With the S&P 500 fully recovered from the correction earlier this year, and hovering near its …Read More

Latest News

bellinvest publicaion

2019: Trade War, Trade Resolution and Interest Rates

Join us as we review 2018 and discuss what 2019 may have in store for investors: Does the poor end to 2018 mean better things for this year? How will politics and the Federal Reserve factor in? Will market volatility persist? Can the global economic slowdown reverse itself? Jim Bell, CFP®, Founder and Chief Investment …Read More

Latest Tweet

Connect With Us

bellinvest 20 year