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Beacon Pointe Advisors
Beacon Pointe Advisors: Planificación de la jubilación de confianza y asesoramiento financiero personalizado en Fort Worth
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Beacon Pointe Advisors: Planificación de la jubilación de confianza y asesoramiento financiero personalizado en Fort Worth
Beacon Pointe Advisors, ubicado en 1408 Montgomery St, Fort Worth, TX 76107, es una firma de consultoría financiera con sede en Fort Worth, centrada en la planificación de la jubilación y la gestión de activos. Con asesores como Alicia Langdon y Amy Lynn Hammock, la firma recibe elogios por su orientación paciente, profesional y personalizada. Los clientes destacan transiciones de jubilación sin contratiempos, ayuda con las opciones sobre acciones y un apoyo continuo y confiable.
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Estrategias integrales para la transición hacia la jubilación, incluida la gestión de IRA y opciones de pago único.
Estructuración de carteras personalizada y reasignación para optimizar el crecimiento y la estabilidad según las tendencias económicas.
Asesoría financiera integral que abarca opciones sobre acciones, gestión del dinero y protección de activos para metas a largo plazo.
Asesoría individual para resolver preguntas y preocupaciones, ofreciendo pasos prácticos para la seguridad financiera.
Apoyo experto en liderazgo y toma de decisiones para asuntos financieros y de gestión relacionados con la empresa.
Calificación general
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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