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About Beacon Pointe Advisors
At Beacon Pointe, we are much more than just a money management firm. Our job is to guide you through life's financial decisions. We know that big financial decisions - like when you can retire, whether you can afford a new home, and how best to pay for a college education - can cause stress. That's why we've built our firm with a team of compassionate experts ready to navigate you throughout the process as simply and efficiently as possible. Sure, we manage money, provide insurance, estate planning and handle company retirement plans - and we are really good at those things - but what makes us stand out from the crowd is our expertise in seamlessly guiding you through life's big financial decisions.
About Beacon Pointe Advisors
At Beacon Pointe, we are much more than just a money management firm. Our job is to guide you through life's financial decisions. We know that big financial decisions - like when you can retire, whether you can afford a new home, and how best to pay for a college education - can cause stress. Tha...
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(3) Reviews for this company
1 Stars
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2 Stars
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3 Stars
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4 Stars
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5 Stars
(3)
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Mia Weintraub
I've been working with Michael Gonzalez for a few years now and he has been a excellent advisor. Whenever we have meetings he is prepared, personable and able to address any questions or concerns that I have. Would definitely recommend working with him!
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Martin Getzow
Beacon Pointe has repeatedly demonstrated responsive and professional advisors and administrative staff who are able to provide clear options to even the most naive investor. They approach the wealth management relationship holistically, interacting with my attorney and accountant seamlessly. I have confidently recommended their services to others who have also had the same positive experiences.
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Stephanie
We chose Beacon Pointe to steward our portfolio because of our advisor Rebecca Thompson. Rebecca is an extraordinary advisor and human being. In fact, I still frequently call and text the friend who referred me to Rebecca to thank her. Not only does Rebecca know her way around the financial portfolio, her extensive knowledge and support in multiple areas and aspects that affect our finances and life is an ongoing, useful occurrence. I am happy with the performance and growth of our portfolio and Rebecca’s guidance has saved us time and money in multiple areas of our life. She’s also assisted us with some complex planning issues. All of this is why I’ve referred her to family and friends. Rebecca is full of wonderful knowledge and experience. When I call her for advice or input, I am always learning something new and she comes up with ideas, suggestions and ramifications I had never thought of. Rebecca takes her time answering my many questions, I never feel rushed, and if she doesn’t
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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
Mia Weintraub
I've been working with Michael Gonzalez for a few years now and he has been a excellent advisor. Whenever we have meetings he is prepared, personable and able to address any questions or concerns that I have. Would definitely recommend working with him!
S
Stephanie
We chose Beacon Pointe to steward our portfolio because of our advisor Rebecca Thompson. Rebecca is an extraordinary advisor and human being. In fact, I still frequently call and text the friend who referred me to Rebecca to thank her. Not only does Rebecca know her way around the financial portfolio, her extensive knowledge and support in multiple areas and aspects that affect our finances and life is an ongoing, useful occurrence. I am happy with the performance and growth of our portfolio and Rebecca’s guidance has saved us time and money in multiple areas of our life. She’s also assisted us with some complex planning issues. All of this is why I’ve referred her to family and friends. Rebecca is full of wonderful knowledge and experience. When I call her for advice or input, I am always learning something new and she comes up with ideas, suggestions and ramifications I had never thought of. Rebecca takes her time answering my many questions, I never feel rushed, and if she doesn’t
M
Martin Getzow
Beacon Pointe has repeatedly demonstrated responsive and professional advisors and administrative staff who are able to provide clear options to even the most naive investor. They approach the wealth management relationship holistically, interacting with my attorney and accountant seamlessly. I have confidently recommended their services to others who have also had the same positive experiences.
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