About Beacon Pointe Advisors
Reviews for Beacon Pointe Advisors
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
Beacon Pointe Advisors is a trusted financial firm known for its expertise, integrity, and client-focused approach. Clients appreciate the knowledgeable advisors who provide safe, reliable help with financial needs. The team is praised for their professionalism, thorough notes, and follow-up, which contribute to a sense of trust and peace of mind. They work closely with clients and their families, offering flexible and personalized advice for investment and financial planning. Overall, Beacon Pointe Advisors is highly recommended for anyone seeking experienced and caring financial guidance.
For a number of years I have enjoyed a close and trusting relationship with my financial advisors at Beacon Pointe, Eric Witte and Haley Rodrigues. They provide outstanding service, safe and trusting help with all my financial needs. I highly recommend Eric and Haley and Beacon Pointe Advisors in general to anyone searching for knowledgeable financial advise.
Haley is a pleasure to work with! Haley takes copious notes which she always follows up from. Besides her pleasant persona, Haliey is a true financial professional. My family sleeps better because of Haley!
My Beacon Pointe Advisor is a team member with my Husband and me. Together, we discuss and execute the best options for our portfolio. I appreciate the flexibility we have when collaborating with Nick and the investment advice we receive.