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.  (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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A Global Correction is Overdue. (2/2/2018)
February 2, 2018

Believe it or not, I would have liked to have seen a greater pullback in the stock market than the t...


Video

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Why is the Market So Strong, and What Could Go Wrong?
January 19, 2018

Join us as we explore these questions in our half hour webinar to discuss topics like What does the


Publication

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Long-Term Care
January 26, 2018

Some years ago, a client came to me concerned about his long-term care policy. He purchased the poli...

Latest News

Jim and Bonnie Bell Underwriting Jonathan Cozart (aka Paint)!

Jonathan Charles “Jon” Cozart, known by his online alias Paint, is an American YouTube personality, musician, and comedian. Bonnie and Jim Bell, long-time supporters of the Oakland Symphony, are underwriting Cozart’s special appearance at the Symphony’s February 9 concert, “Pride & Prejudice: Notes from LGBTQ”. Jim had this to say about their sponsorship: It is […]

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