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Bell Investment Advisors
1111 Broadway, Oakland, California, United States
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About the Bell Investment Advisors
Bell Investment Advisors is a finance and health institution located at 1111 Broadway in Oakland, California, United States. With over thirty years of experience in investment management and financial planning, our fiduciary advisors always prioritize your best interests. Our team of professionals is dedicated to helping individuals and families in the Bay Area improve their financial futures one client at a time. Whether you are looking to establish a portfolio or need guidance through life transitions, Bell Investment Advisors is here to help.
As a Registered Investment Advisory firm operating under the fiduciary standard, we are committed to recommending the best investments for each client. Our fee-only structure ensures that our recommendations are always in your best interest, as we do not receive commissions for specific products or investments. With over 100 years of combined Financial Services experience, our team has a reputation for consistently exceeding clients' expectations.
At Bell Investment Advisors, we believe in giving back to the community through service and philanthropy. We also host wine and cheese events for women, providing a welcoming space to discuss ideas that impact our lives financially and beyond. If you are seeking a trusted partner to help you prepare for retirement, make smart financial choices, or be your personal CFO, Bell Investment Advisors is the right place to start your financial journey.
Photos of Bell Investment Advisors
1111 Broadway #1630, Oakland, CA 94607, United States
Opening hours of Bell Investment Advisors
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Bell Investment Advisors
"We absolutely love Heidi and Tiffany at Bell. They have been supportive, responsive, and wonderful overall. Grateful for their insight and knowledge."
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