Beacon Pointe Advisors

I’m with Beacon Pointe because of one reason, Dylan MacDonald.

I have had very reputable financial advisors in the past, and I firmly attest, that not one of them offered the level of service and personal attention that Dylan maintains with me all year long.  That’s right…all year!

When I decided to fully retire, Dylan and his team held multiple meetings among themselves, and with me, to review my projected financial success.  Each meeting I had with Dylan was a perfect example of tremendous patience and understanding.  I asked his team to run the numbers depicting several different scenarios in regard to my portfolio. ... read full review

Dylan has demonstrated an excellent understanding of my financial needs and goals and he delivers his advice with these clearly in mind. I have complete confidence in Dylan and his professional abilities and I have always found his advice to be clear, relevant and prudent.

I am very grateful for the opportunity that Beacon Pointe provided me this summer. I learned a lot from their team and the experience provided me with good insights on my own future.