Lance Parker Wealth Management - San Luis Obispo (CA)

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.

Joseph Sagaser Honest knowledgeable patient cares about her customers and directions to the best best options and best choices she can be trusted with what she says A1 advisor as well as a one-person