BP

Beacon Pointe Advisors

Name: Beacon Pointe Advisors
Address: 5810 Tennyson Parkway, Plano, TX, 75024, US
Telephone: (844) 366-2525
Price range: $$$
Rating: 5

Beacon Pointe Advisors: Integrity-first financial guidance with a client-first mindset

5

Business

$$$

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About Beacon Pointe Advisors

Beacon Pointe Advisors, located at 5810 Tennyson Pkwy #525, Plano, TX 75024, offers investment advisory, financial planning and management services. The team earns praise for outstanding, trust-based service and a client-first mindset. Clients value collaborative planning with dedicated advisors, thorough note-taking, and responsive follow-up that helps families sleep better and stay confident about their financial future.

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Location

5810 Tennyson Pkwy #525, Plano, TX 75024, USA

Business Info

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(844) 366-2525 beaconpointe.com/financial-advisors/tx/plano/

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.

5.00 · 5 reviews

Overall rating

5

4

3

2

1

K

Karen Perl

via Google

· 4 months ago

Great financial planner Would recommend to anyone serious about their financial future

K

K “Hallie” Marriott

via Google

· 4 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 Feigenbaum

via Google

· 4 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 Harper

via Google

· 7 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 Magiera

via Google

· 7 months ago

Their expertise, integrity and client first mindset makes them an investment advisory, financial planning and management team I can wholeheartedly recommend.

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5.00 · 5 reviews

Overall rating

5

4

3

2

1

K

Karen Perl

via Google

· 4 months ago

Great financial planner Would recommend to anyone serious about their financial future

K

K “Hallie” Marriott

via Google

· 4 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 Feigenbaum

via Google

· 4 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 Harper

via Google

· 7 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 Magiera

via Google

· 7 months ago

Their expertise, integrity and client first mindset makes them an investment advisory, financial planning and management team I can wholeheartedly recommend.