Becker Financial Group

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(2)

1990 N California Blvd Ste 1050
Walnut Creek, CA 94596
Our Company Becker Financial Group is a full service financial planning and investment advisory firm specializing in total asset management. Areas covered include but are not limited to investment planning, retirement planning, estate planning, education planning, and insurance planning. Our Philosophy At Becker Financial Group, we recognize that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to pursue those goals. As your financial Advisor, we will do everything in our power to keep you focused on where you want to go, advise how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Reviews

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2.02 reviews
Ann S.
10/11/2019

This financial group seems to target their investment advisory services toward current employees and retired employees of Pacific Gas & Electric. My husband and I attended one of their...

Del G.
5/15/2023

We became increasingly unsatisfied with the financial advice, consultation and money management services we were receiving from Wilko Schutzendorf-Becker Financial. Their fee structure that was...

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