Bedell Frazier Investment Counselling - Walnut Creek, CA - Financial Advisors

Bedell Frazier Investment Counselling

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(925) 932-0344 Call

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200 Pringle Avenue, Suite 555Walnut Creek, CA 94596

Description

For 40 years, Bedell Frazier Investment Counseling has provided the highest level of Wealth Management to its clients. Offering Investment Management, Financial Planning and Smart Money Solutions, BFIC specializes in services for every stage of your financial life. Started in 1975 by entrepreneur Judith Bedell, BFIC makes sure your money works as hard as you do.

Business details

Investments

  • Annuities
  • Bonds
  • CDs
  • Commodities
  • Government Securities
  • IRAs
  • Mutual Funds
  • Real Estate
  • Retirement Plans
  • Stocks

Minimum Investment

  • $1,000 - $10,000

Planning Types

  • Asset & Portfolio Management
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Planning
  • Trust Services

Certifications

  • Certified Financial Manager
  • Certified Financial Planner
  • Chartered Asset Manager
  • Chartered Financial Analyst
  • Masters of Business Administration
  • Registered Financial Planner
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 6:30am
  • 5:00pm
  • TUE
  • 6:30am
  • 5:00pm
  • WED
  • 6:30am
  • 5:00pm
  • THU
  • 6:30am
  • 5:00pm
  • FRI
  • 6:30am
  • 5:00pm
  • SAT
  • SUN

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