Financial Planners in Hudson

“We are very happy with our experience with Beacon Pointe. Everyone we have dealt with is very helpful. Our Advisor, Kurt, is knowledgeable and gives us solid, honest information. He explains everything clearly so that we can make informed decisions about financial strategies and makes sure we’re comfortable with them as we move forward. Kurt is very personable and is always available to answer our questions.“

“I’ve been working with Mike and his team of experts for over 5 years. I’ve found them to be highly professional, knowledgeable in all aspects of wealth management and highly responsive and in fact proactive. I fully trust them and they have proven they have my best interest in mind. Overall, while on paper I’m likely lower on their list of clients in respect to holdings, they always treat me as though I am their top of the list client.“