Bedell Frazier Investment Counselling, LLC

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200 Pringle Ave Ste 555
Walnut Creek, CA 94596

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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5.02 reviews
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Kay V.
10/9/2024

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.

Andrew S.
4/15/2015

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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