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Please join the Bell Team for an Open House:
Wednesday, April 24th, from 4pm to 7pm
1111 Broadway, Suite 1630, Oakland
Remarks by Forrest Bell, CFP® at 5:30pm
Jim and Bonnie invite you to our Oakland office for an evening of friendly conversation, wine, and hors d’oeuvres, as we celebrate Forrest Bell’s appointment this year as President of Bell Investment Advisors. Guests are welcome.
The entire Bell team will be present. We look forward to seeing you!
Please let us know if you will be attending: 800.700.0089, ext.100 or RSVP@bellinvest.com
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