BP
Beacon Pointe Advisors
Donnez du pouvoir à votre avenir financier grâce à une expertise personnalisée.
5(5 avis)
Business
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Donnez du pouvoir à votre avenir financier grâce à une expertise personnalisée.
Beacon Pointe Advisors, situé à San José, Californie, s'engage à offrir des services de conseil financier exceptionnels. Avec une équipe comprenant des conseillers de confiance tels que Tom, Jake, Sara et Elizabeth, les clients reçoivent des conseils et des stratégies personnalisés axés sur leurs objectifs financiers uniques. L'engagement du cabinet envers le professionnalisme, l'intégrité et la fiabilité est évident dans son approche personnalisée, garantissant que les clients se sentent en sécurité et informés sur leurs investissements et leurs stratégies financières. Reconnu pour son service exceptionnel et sa réactivité, Beacon Pointe Advisors est un partenaire financier sur lequel vous pouvez compter.
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Planification d'investissement personnalisée et gestion de portefeuille adaptée à vos objectifs et à votre tolérance au risque.
Solutions de retraite complètes pour sécuriser votre avenir financier et planifier la vie après le travail.
Services financiers holistiques incluant la planification successorale, des stratégies fiscales et l'allocation d'actifs pour une croissance à long terme.
Des séances de conseil en tête-à-tête pour répondre à vos questions, examiner vos comptes et élaborer des décisions financières éclairées.
Donner aux clients des informations et des conseils sur les questions financières, des questions simples à la planification complexe.
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!
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.
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.
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.
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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