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   Beginning in 1931, Becker & Associates Planning Services has grown into a full-service financial planning and insurance firm. From 1931 to 1953 the firm was headed by Frank J. Becker. When Frank left for Washington DC as a six-term Congressman in 1953 he was succeeded by Robert G. Becker, CLU. For the next 48 years the firm thrived under the skillful leadership of Robert. In 2000, Francis X. Becker, Jr. CLU, ChFC, CFP became the third President of B&A. We have eight (8) staff members serving 1,200 families and 400 business owners in the greater New York metropolitan area. As a third-generation, family owned and operated firm we are uniquely positioned to respond to the growing needs and concerns of our clients with speed, precision and expertise.

We are an Independent Financial Services Firm – we work for You!

We do not work for a company or financial institution; we work for you, our client. This gives us the freedom and flexibility to find the best strategy and solution for your particular needs and desires. Our depth of knowledge, 73 years of industry experience and creativity all come together to give our clients the best possible answers to their pressing concerns.

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