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About Beacon Pointe Advisors
At Beacon Pointe, we go beyond the traditional role of a financial planner, embracing the role of a holistic advisor, committed to steering you through life's pivotal financial choices. Whether contemplating your retirement timeline, navigating multi-generational wealth transfers, or designing a tax-efficient investment portfolio, we understand the inherent stress these decisions can induce. While we excel in wealth management and...
read moreAbout Beacon Pointe Advisors
At Beacon Pointe, we go beyond the traditional role of a financial planner, embracing the role of a holistic advisor, committed to steering you through life's pivotal financial choices. Whether contemplating your retirement timeline, navigating multi-generational wealth transfers, or designing a tax-efficient investment portfolio, we understand the inherent stress these decisions can induce. While we excel in wealth management and...
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
M
Margaret Johnson
Tom Stefaniak has been my financial advisor for many years. He listens very well and is able to communicate in a way I understand. He has handled my money so well, I feel it is safe and for now my nest egg is growing. I have a lot of confidence in Tom. All the support staff I have had contact with are highly competent. I always get the help I need with the first phone call, I never need to make a second call because it's taken care of the first time.ServicesInvestment advising
L
Larry Frost
I have used Tom Stefaniak as my advisor since 2009 and he has always been honest and looking for my best interests when it comes to my retirement portfolio. Tom has been with Beacon Pointe Advisors for about 2 years but his work ethic and honesty have been the same over the past 17 years. Tom always put the client's needs and desires first. I am so grateful for having found Tom and his team at Beacon Pointe is just making him stronger.ServicesFinancial planning, Wealth management
C
Chris
We are fortunate to have Beacon Pointe Advisors and our personal support team of Tom, Brad & Carlos working for us. They have always provided solid financial management with a very personal touch. We started working with Tom Stefaniak ten years ago while still working. He developed a solid Wealth Plan that allowed us to retire recently ahead of schedule.We look forward to our financial reviews with the team because we enjoy talking with them and see the positive results. Our present and future needs are secure because of our partnership.ServicesFinancial planning, Retirement savings consulting, Investment advising, Wealth management
Photos
Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
M
Margaret Johnson
Tom Stefaniak has been my financial advisor for many years. He listens very well and is able to communicate in a way I understand. He has handled my money so well, I feel it is safe and for now my nest egg is growing. I have a lot of confidence in Tom. All the support staff I have had contact with are highly competent. I always get the help I need with the first phone call, I never need to make a second call because it's taken care of the first time.ServicesInvestment advising
C
Chris
We are fortunate to have Beacon Pointe Advisors and our personal support team of Tom, Brad & Carlos working for us. They have always provided solid financial management with a very personal touch. We started working with Tom Stefaniak ten years ago while still working. He developed a solid Wealth Plan that allowed us to retire recently ahead of schedule.We look forward to our financial reviews with the team because we enjoy talking with them and see the positive results. Our present and future needs are secure because of our partnership.ServicesFinancial planning, Retirement savings consulting, Investment advising, Wealth management
L
Larry Frost
I have used Tom Stefaniak as my advisor since 2009 and he has always been honest and looking for my best interests when it comes to my retirement portfolio. Tom has been with Beacon Pointe Advisors for about 2 years but his work ethic and honesty have been the same over the past 17 years. Tom always put the client's needs and desires first. I am so grateful for having found Tom and his team at Beacon Pointe is just making him stronger.ServicesFinancial planning, Wealth management
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