Becker Financial Group
Business details
- Category
- Financial Services · Financial planner
- Address
- 1990 N California Blvd #1050, Walnut Creek, CA 94596
- Phone
- (925) 945-1130
- Website
- beckerfinancialgroup.net
- County
- Contra Costa County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Walnut Creek and East Bay families turn to Becker Financial Group for personal investment management and retirement planning that aims to keep long-term goals on track. Our team works with clients one-on-one, reviewing their accounts regularly and adjusting strategies as their lives change.
Many of the families we serve have been with us for years, and we take pride in the trust they place in our advice. Our fees are structured to stay competitive, with lower management rates once accounts reach certain thresholds.
We also hold regular quarterly meetings so clients can review their progress and ask questions. Our goal is to help clients feel secure about their retirement and to celebrate milestones with them, such as paying off a mortgage.
Book a consultation by calling our office or stopping by in Walnut Creek.
Many of the families we serve have been with us for years, and we take pride in the trust they place in our advice. Our fees are structured to stay competitive, with lower management rates once accounts reach certain thresholds.
We also hold regular quarterly meetings so clients can review their progress and ask questions. Our goal is to help clients feel secure about their retirement and to celebrate milestones with them, such as paying off a mortgage.
Book a consultation by calling our office or stopping by in Walnut Creek.