BP
Beacon Pointe Advisors
Beacon Pointe Advisors : une planification de patrimoine proactive et personnalisée pour des perspectives financières confiantes.
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Beacon Pointe Advisors : une planification de patrimoine proactive et personnalisée pour des perspectives financières confiantes.
Beacon Pointe Advisors à Scottsdale propose la gestion de patrimoine et la planification financière. Située au 16767 N Perimeter Dr #100, Scottsdale, AZ 85260, USA, l'équipe est reconnue pour ses conseillers compétents et attentifs qui communiquent de manière proactive et adaptent les plans aux objectifs des clients, notamment en matière de planification de la retraite, d'orientation fiscale et de stratégies d'investissement. Les clients évoquent des suivis réguliers et une approche fiable, axée sur le client.
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Stratégies d'investissement personnalisées et gestion de portefeuille pour accroître et protéger vos actifs.
Des plans complets pour une retraite anticipée ou traditionnelle, y compris des conseils sur les 401k et les IRA.
Conseils d'experts sur les implications fiscales, les retraits et les stratégies pour optimiser vos décisions financières.
Des plans personnalisés pour vous aider à atteindre des objectifs spécifiques tels que l'achat d'une maison ou l'accumulation de patrimoine.
Communication proactive régulière pour faire le point sur les progrès, ajuster les stratégies et apporter une tranquillité d'esprit.
Note globale
Bruce Blumberg
My family comes from a world of "finance." My grandfather, George Blumenthal, had his own stock brokerage firm and was a stockbroker for sixty years. My grandfather was attentive to his customers. For many years I have been with Bruce Meyer and Beacon Pointe and I have been a personal customer of Andrew Saltzman for close to a decade now. Andrew is knowledgeable, observant and ever-alert to changes in the market. He is careful and patient, as well, which really helps when you are busy in an altogether different business. Finally, Andrew is a friend. He took time out of our appointment to assist in filing a 401k final return for my business. I admire and trust Andrew and would recommend him to my own friends. My grandfather would be impressed.
Mary Holman
I have been working with Eric Newby at Beacon Point Advisors for over 10 years and have been extremely happy with the service, communication, results and expertise of Eric and his team throughout the years. Eric listened to my desires and provided guidance on how to achieve the results I envisioned. I highly recommend Beacon Point!
Morgan Life and Home
Robyn Gerke has made a positive, significant impact on our financial decisions. We regularly meet with her. In this most recent meeting, we also met with Jacob Lucchese, the Associate Wealth Advisor. Jacob was immediately impressive, and will be another great contact at Beacon Pointe. Robyn is knowledgeable, professional, and thorough answering our plethora of questions. From day one, she has been upbeat and helpful guiding us through the investments that will best serve us, specific to our needs. She has assisted us when tax implication questions arise, with IRA required withdrawal advice, and for needed guidance as to what funds to access, for a home purchase. Robyn Gerke far exceeds expectations. She is an outstanding Senior Wealth Advisor. We are extremely satisfied and grateful we can utilize her expertise in wealth management.
Giancarlo Lucia
Grant and his team at Beacon Pointe are amazing. My wife and I have worked with Grant for many years. He is a great guy and really knows his stuff. We have been following the plan set forth by him and his team and are in a great financial position and should be able to take an early retirement. If you are looking for a financial advisor, Beacon Pointe and Grant should be considered. Thank you!
Nick Kingston
I’ve had the pleasure of working with Grant Lyon at Beacon Pointe Advisors, and I couldn’t be more impressed. Grant goes above and beyond in every aspect of his role—his attention to detail, proactive communication, and genuine care for his clients truly stand out. The monthly check-ins he provides are exactly what I was looking for in a financial advisor. They give me peace of mind, keep me on track toward my goals, and make me feel confident knowing that someone is consistently looking out for my best interests. Grant is professional, approachable, and always takes the time to explain things in a clear and thoughtful way. I highly recommend him to anyone looking for a trusted advisor who is fully invested in their financial success.
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