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Stephanievia Google

8 months ago

We chose Beacon Pointe to steward our portfolio because of our advisor Rebecca Thompson. Rebecca is an extraordinary advisor and human being. In fact, I still frequently call and text the friend who referred me to Rebecca to thank her. Not only does Rebecca know her way around the financial portfolio, her extensive knowledge and support in multiple areas and aspects that affect our finances and life is an ongoing, useful occurrence. I am happy with the performance and growth of our portfolio and Rebecca’s guidance has saved us time and money in multiple areas of our life. She’s also assisted us with some complex planning issues. All of this is why I’ve referred her to family and friends. Rebecca is full of wonderful knowledge and experience. When I call her for advice or input, I am always learning something new and she comes up with ideas, suggestions and ramifications I had never thought of. Rebecca takes her time answering my many questions, I never feel rushed, and if she doesn’t know something, she researches it and gets back to me. I love the way she works with our accountant and other professionals in our life, the way she works with a team to make sure all bases are covered, and everyone is on the same page, and the overall full service we receive. When I have a decision to make, whether it be taxes, insurance, a financial matter, and more, I run it by Rebecca. I appreciate her measured responses and that she is willing to tell me the truth (even when it turns out my husband is right). This is one (of the many) reasons I find Rebecca trustworthy, value her insights and advice, and know we made a wise decision parking our money with Rebecca Thompson and Beacon Pointe.

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Martin Getzowvia Google

9 months ago

Beacon Pointe has repeatedly demonstrated responsive and professional advisors and administrative staff who are able to provide clear options to even the most naive investor. They approach the wealth management relationship holistically, interacting with my attorney and accountant seamlessly. I have confidently recommended their services to others who have also had the same positive experiences.

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Mia Weintraubvia Google

11 months ago

I've been working with Michael Gonzalez for a few years now and he has been a excellent advisor. Whenever we have meetings he is prepared, personable and able to address any questions or concerns that I have. Would definitely recommend working with him!