Beacon Pointe Advisors

Name: Beacon Pointe Advisors
Address: 1408 Montgomery Street, Fort Worth, TX, 76107, US
Telephone: (817) 336-2000
Price range: $$$
Rating: 5

Beacon Pointe Advisors: Trusted retirement planning and tailored financial guidance in Fort Worth

5(5 reviews)

financial-advising

$$$

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About

Beacon Pointe Advisors, located at 1408 Montgomery St, Fort Worth, TX 76107, is a Fort Worth-based financial consultant focused on retirement planning and asset management. With advisers like Alicia Langdon and Amy Lynn Hammock, the firm earns praise for patient, professional, and personalized guidance. Clients highlight smooth retirement transitions, stock options help, and confident, ongoing support.

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Location

1408 Montgomery St, Fort Worth, TX 76107, USA

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Information

1408 Montgomery Street

Fort Worth, TX, 76107

(817) 336-2000 beaconpointe.com/financial-advisors/tx/fort-worth/

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Services

Retirement Planning

Comprehensive strategies for transitioning into retirement, including IRA management and lump-sum options.

Investment Management

Personalized portfolio structuring and reallocation to optimize growth and stability based on economic trends.

Wealth Coordination

Holistic financial advice covering stock options, money management, and asset protection for long-term goals.

Financial Counseling

One-on-one guidance to address questions and concerns, offering actionable steps for financial security.

Business Advisory

Expert leadership and decision-making support for business-related financial matters and management.

5.00 · 5 reviews

Overall rating

Gary Martin

via Google

· 12 months ago

Amy Lynn Hammock has been handling my financial affairs for a number of years now. She and and her her team at Beacon Point are exemplary regarding advising me about stock options, money management, sound business advice; always exhibiting strong leadership in her field of expertise, guiding me through stringent management decisions that proven to be on target and in my best interest always. Her professionalism and financial knowledge are second to none. I appreciate her attention and guidance on my behalf. I would not want anyone else except her and her team to continue to take care my my assets. I do notice, however, the name associated with this account (above) has my husband's name; he is deceased; it should read my name I'm thinking.

Billie “Bugs” Dunlap

via Google

· 1 year ago

Beacon Pointe Advisors has handled my financial coordination and planning since my retirement earlier this year. Since the beginning, Alicia Langdon has provided Gwen and me with extensive financial planning services with patient, professional and personal advice and counselling. Her comprehensive understanding of the current economic environment and its effect on our financial future has already yielded substantial dividends in the growth and stability of our retirement investments and our peace of mind. Beacon Pointe is very highly recommended, and Alicia Langdon will help you start the engine of your financial future. You may be able to retire sooner than you think – call her today!

Scott & Gay Davidenko

via Google

· 1 year ago

We have been clients of this firm for approximately 25 years. The Rosenthals helped us navigate the process of retiring, by facilitating the smooth transition of our lump sum option to each of our IRAs. The advisors and office staff are professional and personable, always answering any questions or concerns we may have. We have been extremely pleased with our investment results and highly recommend Beacon Pointe Advisors.

Theresa Armistead

via Google

· 1 year ago

We started with this advisory firm over 25 years ago when it used to be Rosenthal but now it is Beacon Pointe. We have had so many other advisory firms try to steal us from them, but we refused to change for a reason. This firm now especially Alicia Langdon is always on top of our assets. They are very knowledgeable and responsive. We trust them with our assets and our future retirement funds. I would highly recommend this firm to everyone in need of retirement planning. They are on it and will take very good care of you. We are in good hands and feel very confident about our upcoming retirement plans. Thank you, Alicia, Burt and Beacon Pointe, for taking such great care of us all of these years.

Georgann Bridenbecker

via Google

· 1 year ago

Burt and team have guided me through my financial goals before, during and into retirement. Their partnership with Beacon Pointe enhances their resources and services, taking both their company and me to the next level of financial support and opportunities. Our Financial Advisor, Alicia Langdon quickly translates client feedback into tangible, customized and actionable steps providing meaningful guidance and delivering exceptional service. She and her team understand the importance of properly structuring an investment portfolio and reallocating the assets as time and goals change. Her ‘can do attitude’ and willingness to go ‘above and beyond’ sets her apart from her peers.

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