Services Offered
Investment Management
Personalized portfolio management and investment strategies tailored to your goals and risk tolerance.
Financial Planning
Comprehensive planning for retirement, education, estate, and wealth accumulation with long-term strategies.
Retirement Planning
Expert guidance on retirement savings, income planning, and tax-efficient strategies for a secure future.
Wealth Management
Holistic management of assets, including investment advice, tax planning, and legacy planning.
Client Collaboration
Personalized advisory services with flexible team-based approaches to discuss and execute financial options.
Reviews
5(5 reviews)
Rating Distribution
5
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K
Karen Perl
via Google
2 months ago
Great financial planner Would recommend to anyone serious about their financial future
K
K “Hallie” Marriottvia Google
2 months ago
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.
A
Alan Feigenbaumvia Google
2 months ago
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!
D
Debra Harpervia Google
5 months ago
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.
J
John Magieravia Google
5 months ago
Their expertise, integrity and client first mindset makes them an investment advisory, financial planning and management team I can wholeheartedly recommend.
