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.
December 2025
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!
September 2025
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.
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.