Becker Financial Group - Walnut Creek (CA)

5 /5 Martian Rabbit: We have been with Becker Financial Group since June 2016. Wilko Schutzendorf is well informed and very nice person to work with!! The management rates are very competitive and once you achieve the lowest rate from going over their threshold it stays at that rate for the duration of the accounts! Other great features are quarterly meetings with Wilko and custom trades make working with Becker Financial Group of LPL fun and exciting! With great advise and management, The Becker Group are a viable choice to manage your investments. We are 100% satisficed with the performance of this team.

1 /5 Del G: After many years of trusting our financial advisor, we became increasingly unsatisfied and began to question the financial advice, consultation and money management services we were receiving from Wilko Schutzendorf-Becker Financial. Their fee structure that was explained to us was misleading and not transparent. There were also hidden fees within trades and transactions which were not divulged to us. When we asked direct questions about how our funds were being allocated and managed, and how our fee structure was derived, we were given long drawn out explanations which really didn’t answer our inquiries. We finally made the decision to transfer our IRAs to another financial institution. We have received accurate, transparent and timely responses and information from the representatives at our current financial institution and we are confident and satisfied with their services.

5 /5 David Palmer: Wilco has been very patient and helpful, answering questions. Wilco has made me feel much more secure in my retirement.

5 /5 Andy Cardana: Wilko, I wanted to share our gratitude and thankfulness to you and your team. With your knowledge and expertise, we have been chosen to pay off the house mortgage. It’s so exciting to have reached this milestone in our life. I just wanted to share my excitement with you. Thank you.

5 /5 Leslie Fisher: I have been with Becker Financial Group for many many years. My consultant is Wilko Schutzendorf. He has been so helpful to me and always gives me great advice. Ive also made quite a bit of money. I cant recommend him highly enough.