Bedell Frazier Investment Counselling, LLC

★★★☆☆3.0 (2) Financial Services Walnut Creek

Business details

Category
Financial Services · Financial planner, Financial consultant, Financial institution, Investment service
Address
200 Pringle Ave #555, Walnut Creek, CA 94596
Phone
(925) 932-0344
Website
bedellfrazier.com
County
Contra Costa County

Hours

  • Monday: 8 AM–6 PM
  • Tuesday: 8 AM–6 PM
  • Wednesday: 8 AM–6 PM
  • Thursday: 8 AM–6 PM
  • Friday: 8 AM–6 PM
  • Saturday: Closed
  • Sunday: Closed

About

Bedell Frazier Investment Counselling, LLC is a financial planning and investment advisory firm in Walnut Creek, serving clients across Contra Costa County and the East Bay. We help individuals and families organize their finances, from investment management and retirement planning to tax consultation and life insurance guidance.

Our approach is to build a clear, personal plan around your goals, whether you are saving for the future, protecting your family, or preparing for retirement. We work to explain each recommendation in plain terms, so you always understand the reasoning behind the decisions we make together.

Our team takes the time to get to know each client's situation before offering guidance, so the advice fits your life rather than a generic template.

Learn more and get in touch through our website.