BP
Beacon Pointe Advisors
Empoderando su futuro financiero con experiencia personalizada
5
Business
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Empoderando su futuro financiero con experiencia personalizada
Beacon Pointe Advisors, ubicado en San José, CA, se dedica a ofrecer servicios de consultoría financiera excepcionales. Con un equipo que incluye asesores de confianza como Tom, Jake, Sara y Elizabeth, los clientes reciben asesoría y estrategias personalizadas centradas en sus metas financieras únicas. El compromiso de la firma con la profesionalidad, la integridad y la fiabilidad se evidencia en su enfoque personalizado, asegurando que los clientes se sientan seguros e informados sobre sus inversiones y estrategias financieras. Reconocido por su servicio excepcional y su capacidad de respuesta, Beacon Pointe Advisors es un socio financiero en el que puedes confiar.
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Planificación de inversiones personalizada y gestión de carteras adaptadas a tus objetivos y a tu tolerancia al riesgo.
Soluciones integrales para la jubilación que te ayudarán a asegurar tu futuro financiero y a planificar la vida tras el trabajo.
Servicios financieros integrales que incluyen planificación patrimonial, estrategias fiscales y asignación de activos para el crecimiento a largo plazo.
Sesiones de asesoría individual para abordar preguntas, revisar cuentas y tomar decisiones financieras sólidas.
Empoderar a los clientes con conocimientos y orientación sobre temas financieros, desde consultas básicas hasta planificación compleja.
Calificación general
Sonya Andreae
Tom and the entire team at Beacon Point have been great to work with. They are very responsive and take time to answer all of our questions (even the basic ones). Glad we choose them to help manage our the financial aspects of our life!
Shelley Toy
We have been involved with Tammie Mark and her team for many years. We have found Tammie to be personable and knowledgeable on financial matters for the future. She has a remarkable team at Beacon Pointe that can address financial matters. They are responsive and we have full confidence in their services. We have recommended to our family members.
Cindy Durns
I have been with Tom Selbo and his team, including Sara and Elizabeth, for over seventeen years. They were with me when my husband passed away and they helped keep me financially stable while I raised two young children. My twin boys are now seniors in college. Recently, Tom generously spent time speaking with my Finance major son about career paths. For me, the biggest strength that this entire group has is their personalized approach to each client. At a minimum, I meet with Tom every quarter and have full confidence that the decisions they make about my investments are sound. I do not worry as the market fluctuates, and it feels as if they anticipate my financial needs before I do myself. I call Tom and his group when I have random questions about my accounts or need help in financing the purchase of my dream home. They are quick to come up with solid solutions. When I call Tom, Elizabeth, or Sara, most of the time they can answer the phone themselves. If I leave a message they will get back to me later that day or at least within 24 hours. I always feel like they are on my side and striving to help me and my boys live our best lives.
Jenni Shideler
The team at Beacon Pointe is the best! They have earned my complete trust. Tom, Jake, Sara and Elizabeth consistently impress me with their unparalleled professionalism, reliability and dedication to my financial well-being. Tom is an outstanding advisor who actively listens and offers insightful advice on everything from investment strategies to retirement planning. He empowers you to make informed decisions and prioritizes your personal goals. I know my finances are managed with the utmost care, integrity and expertise, and I can’t recommend the team enough.
Jesse Rivera
Tom and the Beacon Pointe team are wonderful to work with. They are professional, excellent listeners, subject matter experts and use a consultative, no pressure approach to help you achieve your financial goals. I recommend them to anyone looking for trustworthy individuals seeking to optimize their financial portfolio
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