Great experience! I have been with this firm since 2018 (8 years). John Martindale is a consummate professional! My Roth IRA consistently grows +20% each year. The Customer Service is top-notch (you actually get to speak with people & not machines). I am very happy with John & Beacon Pointe. Highly recommend.
Apr 2025
5.0★★★★★
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.