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

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.

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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Don’t Be Afraid of a Market Pull Back
November 2, 2017

Don’t be afraid of a market pull back. This October 19 marked the 30-year anniversary of the g...


Video

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President Trump: The First Sixty Days
April 5, 2017

A discussion of the Trump administration’s actions and policies that are relevant to investors and


Publication

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Cash, Bonds, and Happiness
October 20, 2017

 Cash can make you happy, at least according to an article from the Wall Street Journal titled “M...

Latest News

Bell Staffer Volunteers at Financial Planning Day

Recognizing the value of financial planning for all, Bell Paraplanner Ramsay Leimenstoll served as a logistics volunteer on Saturday, October 28 at “Free Financial Planning Day” at the main branch of the San Francisco Public Library. This annual event, which takes place every fall in cities across the country, hosts workshops on personal finance topics […]

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