C.B. Financial Insurance Services, Inc. - San Diego (CA)

Kevin Coryell I have been a client of Kirk Sheby for 6 years. He has always been very helpful, knowledgeable, and personable throughout our relationship. He has helped me with everything from financial planning, retirement planning, and more recently, my student loan debt. Most importantly, when I call or email him he always picks up or responds quickly. Highly recommend!

Ladislau Banica Jacob worked with me for three months to design and create the perfect engagement and wedding band to my liking. Communication skills were beyond great, always in touch with updates and design choices. Went in the store around five times to check in on progress with the rings and was amazed at the customer service and care given towards the building and creating process.

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.