
Great client outreach and relationships, personal attention and strategies, and great referral from a friend who's been with them a long time. I'm very impressed.
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Bedell Frazier Investment Counselling, LLC, located in Walnut Creek, CA, specializes in comprehensive investment management and financial planning aimed at helping clients navigate various stages of their financial lives. With a commitment to intellectual curiosity and expert insight, the firm serves as a trusted advisor for those seeking personalized strategies tailored to their unique goals, including retirement planning, estate planning, and education funding.
Dedicated to making a positive impact in both the personal and broader community, Bedell Frazier emphasizes responsible investment practices and giving back locally, while prioritizing clients' financial success as a mutual endeavor. Known for their frequent media presence, the firm combines its expertise with active engagement in community initiatives to foster a sustainable economic future.
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Great client outreach and relationships, personal attention and strategies, and great referral from a friend who's been with them a long time. I'm very impressed.
Mike Frazier does his homework on every company he invests in. Very intelligent and instinctive. Anticipates changes in the markets and adjusts quickly.
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