Stifel - Modesto (CA)

Jon D Kim is great. She does a very good job of identifying areas you can use help either currently or in the future. Shes very good at explaining things using laymans terms and relating to your individual situation, to the point where even an uneducated country boy like myself can understand. Shes very knowledgeable but not smug about it like some of the advisors i have dealt with elsewhere. I highly recommend Kim, If youre looking for somone to help with financial planning.

Maria Watson I have secured equipment and operating capital loans via Matrix Business Capital. The application process each time was handled in an expedient manner and we were funded in matter of days. In addition, Brian Acosta is always a pleasure to work with.

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.

Humberto Mtz Have been doing my Tax Returns here for 5+ years, and every time I get the Max Return posible as well when I had problems, they were able to solve them and reduce Fines. Forever customer

Monserrat Campas They were very kind.