Becker Financial Group - Walnut Creek, California

Address: 1990 N California Blvd # 1050, Walnut Creek, CA 94596, United States.
Phone: 9259451130.
Website: beckerfinancialgroup.net.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 4.2/5.

Location of Becker Financial Group

9259451130

Becker Financial Group, located at Address: 1990 N California Blvd # 1050, Walnut Creek, CA 94596, United States, is a well-known financial planning firm that has been serving clients for many years. The company can be easily contacted at Phone: 9259451130. Their website, Website: beckerfinancialgroup.net, provides valuable information about their services, team, and approach to financial planning.

Becker Financial Group specializes in Financial planner. Their team of experienced professionals works closely with clients to develop customized financial plans that meet their unique needs and goals. The company's services include retirement planning, investment management, tax planning, estate planning, and insurance services. They are committed to providing personalized, objective, and comprehensive financial advice to help clients achieve their financial goals.

One of the standout features of Becker Financial Group is their commitment to accessibility. The office is wheelchair-accessible, with designated parking spaces, an accessible entrance, and accessible toilets. This commitment to accessibility ensures that all clients can easily access the services they need.

In addition to their accessibility, Becker Financial Group has received high praise from clients. The company has 5 reviews on Google My Business with an average rating of 4.2/5. Clients have highlighted the team's expertise, professionalism, and dedication to providing personalized financial advice.

When researching financial planning firms, it's important to consider several factors, including the firm's experience, services offered, and client reviews. Becker Financial Group excels in all of these areas. Their team of experienced professionals has a proven track record of success in developing customized financial plans that help clients achieve their financial goals. Their comprehensive range of services ensures that they can meet the needs of a wide range of clients. And their strong client reviews speak to their expertise, professionalism, and dedication to providing personalized financial advice.

Reviews of Becker Financial Group

Becker Financial Group - Walnut Creek, California

Leslie Fisher

5/5

I have been with Becker Financial Group for many many years. My consultant is Wilko Schutzendorf. He has been so helpful to me and always gives me great advice. I've also made quite a bit of money. I can't recommend him highly enough.

Martian Rabbit

5/5

We have been with Becker Financial Group since June 2016. Wilko Schutzendorf is well informed and very nice person to work with!!

The management rates are very competitive and once you achieve the lowest rate from going over their threshold it stays at that rate for the duration of the accounts!

Other great features are quarterly meetings with Wilko and custom trades make working with Becker Financial Group of LPL fun and exciting!

With great advise and management, The Becker Group are a viable choice to manage your investments. We are 100% satisficed with the performance of this team.

Del G

1/5

After many years of trusting our financial advisor, we became increasingly unsatisfied and began to question the financial advice, consultation and money management services we were receiving from Wilko Schutzendorf-Becker Financial. Their fee structure that was explained to us was misleading and not transparent. There were also hidden fees within trades and transactions which were not divulged to us. When we asked direct questions about how our funds were being allocated and managed, and how our fee structure was derived, we were given long drawn out explanations which really didn’t answer our inquiries. We finally made the decision to transfer our IRAs to another financial institution. We have received accurate, transparent and timely responses and information from the representatives at our current financial institution and we are confident and satisfied with their services.

Andy Cardana

5/5

Wilko,
I wanted to share our gratitude and thankfulness to you and your team.
With your knowledge and expertise, we have been chosen to pay off the house mortgage.
It’s so exciting to have reached this milestone in our life.
I just wanted to share my excitement with you.
Thank you.

David Palmer

5/5

Wilco has been very patient and helpful, answering questions. Wilco has made me feel much more secure in my retirement.