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.
We work with Dan Saur at Beacon Pointe and have had a great experience - in addition to superb investment management, we have had all of our questions answered to clarify our financial roadmap and the impact of our expected life events. Having managed my own portfolio for a number of years, I can say it feels great to have the peace of mind that its in good hands!
Two years ago, I began working with Mike Welch and the team at Beacon Point Advisors and I honestly couldn't be happier with my decision.
Like many people, I felt overwhelmed by financial planning and investments and was nervous because I didn't have experience in this area. From our very first meeting, Mike took the time to explain everything in a way that was clear and engaging. He and the team have been incredibly responsive, easy to schedule with and always willing to answer all of my questions.
The greatest gift they've given me is confidence. I feel 100% secure knowing I have knowledgeable advisors who sincerely care about my long-term success. The trust and… read full review
Haley Rodriques, our Advisor, has been extremely helpful and an absolute pleasure to work with and get to know. Haley quickly assessed and understood a 360-degree view of our wealth portfolio, and has used disciplined, holistic investment strategies to grow it, both for the short- and long-term. The advice and direction we've received from her, especially with respect to how certain strategies might intersect with tax implications, has been invaluable, and has far exceeded the advice (or lack thereof) we've received from other advisors. Her approach is active but not overbearing, and 100% client-focused. I find it hard to imagine working with someone else at this point,… read full review
5810 Tennyson Parkway Suite 525, Plano, TX 75024
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