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.
Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More