Bell Investment Advisors - Oakland, California

Okay, here’s a comprehensive overview of Bell Investment Advisors, presented in a formal and helpful tone, designed to assist potential clients:

Bell Investment Advisors: A Detailed Overview

Bell Investment Advisors is a distinguished firm dedicated to providing comprehensive investment services and personalized financial guidance. Located in the heart of Oakland, California, at 1111 Broadway #1630, they offer a supportive and knowledgeable environment for individuals seeking to achieve their financial goals. Their commitment extends beyond simply managing investments; they operate as trusted financial planners and even provide elements of a life coach approach to help clients navigate the complexities of their financial lives.

Location and Contact Information

Clients can easily reach Bell Investment Advisors through the following details:

• Address: 1111 Broadway #1630, Oakland, CA 94607
• Phone: 800-700-0089
• Website: bellinvest.com

Specializations and Services

Bell Investment Advisors specializes in a range of services tailored to meet diverse client needs. These include:

• Investment Service: They manage various investment portfolios, considering risk tolerance and long-term objectives.
• Financial Planning: They develop customized financial plans encompassing retirement planning, estate planning, and investment strategies.
• Life Coaching: Recognizing the emotional and psychological aspects of financial decisions, they offer guidance to help clients build confidence and make informed choices.

Accessibility and Amenities

Bell Investment Advisors prioritizes accessibility and convenience for all clients. The office is equipped with a wheelchair accessible entrance and parking lot, ensuring a comfortable experience. Furthermore, they offer both online appointments and onsite services, allowing clients to choose the format that best suits their preferences.

Client Feedback & Reputation (Based on Available Information)

The company currently maintains two reviews on Google My Business, with an average rating of 3/5. Based on this, it appears clients value the responsiveness and knowledge of the advisors, particularly those working with Heidi and Tiffany. The feedback suggests a strong emphasis on personalized attention and a collaborative approach to financial planning. While there's room for improvement, the foundational element of positive client relationships seems central to their operation.

Key Features & Considerations

Bell Investment Advisors distinguishes itself through its holistic approach to financial wellness. They don’t just focus on numbers; they aim to understand clients’ aspirations and integrate financial planning with their overall life goals. The firm’s dedication to accessibility further enhances the client experience.

Recommendation

For individuals seeking a trustworthy and knowledgeable partner to guide them through their financial journey, Bell Investment Advisors presents a compelling option. Their combination of investment expertise, personalized planning, and commitment to client well-being, coupled with accessible services, makes them a noteworthy choice. We encourage potential clients to explore their services further by visiting bellinvest.com and scheduling a consultation.

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👍 Reviews of Bell Investment Advisors

Clarissa L.

5/5

We absolutely love Heidi and Tiffany at Bell. They have been supportive, responsive, and wonderful overall. Grateful for their insight and knowledge.

L L.

1/5