Momentum For Life
Bell Investment Advisors is completely unique among wealth management firms. We believe that financial planning, investment management, and life/career coaching are meant to be integrated and managed together; not as three separate fragments. The Bell Investment team is a caring, down-to-earth group that can assist you in all of these areas. Our experts will help you whether you want to turn your career around, improve your financial portfolio, or even manage your personal or professional business debt. Come help us help you at http://www.bellinvest.com!
Keywords: Investment Management, Financial Planning, Life Coaching, Financial Advisor, Portfolio enhancement, debt management, estate planning, asset allocation, investing, career coaching
Interview Q&A
How long have you been in business?
1991
What is your primary product or service?
Investment and debt management, financial planning, and life coaching.
Which areas do you service?
Oakland, San Fransisco Bay area, and Santa Rosa, CA
Who owns your company or runs daily operations?
Jim Bell
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