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Beacon Pointe Advisors
Beacon Pointe Advisors: Vertrauenswürdige Ruhestandsplanung und maßgeschneiderte Finanzberatung in Fort Worth
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Beacon Pointe Advisors: Vertrauenswürdige Ruhestandsplanung und maßgeschneiderte Finanzberatung in Fort Worth
Beacon Pointe Advisors, mit Sitz in 1408 Montgomery St, Fort Worth, TX 76107, ist ein in Fort Worth ansässiger Finanzberater, der sich auf Ruhestandsplanung und Vermögensverwaltung fokussiert. Mit Beratern wie Alicia Langdon und Amy Lynn Hammock erhält das Unternehmen Lob für geduldige, professionelle und individuelle Beratung. Kunden heben reibungslose Übergänge in den Ruhestand, Unterstützung bei Aktienoptionen und eine zuversichtliche, fortlaufende Begleitung hervor.
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Umfassende Strategien für den Übergang in den Ruhestand, einschließlich IRA-Verwaltung und Einmalzahlungsoptionen.
Personalisierte Portfolio-Strukturierung und Neugewichtung zur Optimierung von Wachstum und Stabilität basierend auf wirtschaftlichen Trends.
Ganzheitliche Finanzberatung, die Aktienoptionen, Geldverwaltung und Vermögensschutz für langfristige Ziele abdeckt.
Individuelle Beratung, um Fragen und Bedenken zu klären und umsetzbare Schritte für finanzielle Sicherheit zu bieten.
Fachkundige Unterstützung bei Führung und Entscheidungsprozessen für betriebliche Finanzangelegenheiten und das Management.
Gesamtbewertung
Gary Martin
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
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
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
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
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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