Insights

Market Opportunity With over 60 percent of pre-retirees lacking a clear retirement spending plan, there is a significant demand for comprehensive financial planning services to help clients manage retirement income and investment strategies.

Competitive Positioning Operating in the financial services space alongside large players like Fidelity and Charles Schwab suggests opportunities for Becker Retirement Group to target smaller or niche markets needing personalized retirement solutions.

Technology Utilization Though specific tech details are limited, leveraging advanced digital tools and online advisory platforms could enhance client engagement and streamline service delivery, especially to tech-savvy pre-retirees seeking convenient financial planning.

Service Diversification Offering a range of insurance and investment products positions Becker Retirement Group to cross-sell comprehensive solutions, appealing to clients looking for integrated financial strategies for retirement.

Growth Potential With revenue in the one to ten million dollar range and a relatively small team, there’s significant growth potential by expanding marketing efforts and forming strategic partnerships to attract a larger client base seeking retirement planning support.

Becker Retirement Group Tech Stack

Media & News

Becker Retirement Group's Email Address Formats

Becker Retirement Group uses at least 1 format(s):
Becker Retirement Group Email FormatsExamplePercentage
First@beckerretirement.comJohn@beckerretirement.com
100%

Frequently Asked Questions

Where is Becker Retirement Group's headquarters located?

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Becker Retirement Group's main headquarters is located at 2950 Northup Way Suite 202 Bellevue, Washington 98004 United States. The company has employees across 1 continents, including North America.

What is Becker Retirement Group's NAICS code?

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Becker Retirement Group's NAICS code is 52 - Finance and Insurance.

How many employees does Becker Retirement Group have currently?

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As of February 2026, Becker Retirement Group has approximately 11 employees across 1 continents, including North America. Key team members include Retirement Planning Professional And Owner: J. V.Marketing Coordinator: H. D.. Explore Becker Retirement Group's employee directory with LeadIQ.

What industry does Becker Retirement Group belong to?

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Becker Retirement Group operates in the Financial Services industry.

What is Becker Retirement Group's email format?

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Becker Retirement Group's email format typically follows the pattern of First@beckerretirement.com. Find more Becker Retirement Group email formats with LeadIQ.

When was Becker Retirement Group founded?

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Becker Retirement Group was founded in 1999.

Becker Retirement Group

Financial ServicesWashington, United States11-50 Employees

One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Section iconCompany Overview

Headquarters
2950 Northup Way Suite 202 Bellevue, Washington 98004 United States
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Becker Retirement Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Becker Retirement Group's revenue is estimated to be in the range of $1M$10M

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