Reviews for Beacon Pointe Advisors

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  • Apr 2025

    This is an amazing advisory firm, I gave them all of my financials and Paul helped me save a large amount on my taxes after finding and correcting an error on my tax return. I have also seen them help many with retirement and all other financial advice. Highly recommend using them.

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From 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.

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed

Tips

 online appointments  on-site services

Ratings

Google Google: 5/5

Beacon Pointe Advisors

12750 High Bluff Dr Suite 460, San Diego

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