5.00 · 5 avis
Note globale
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via Google
Karen Perl
· il y a 3 mois
Great financial planner Would recommend to anyone serious about their financial future
Kvia Google
K “Hallie” Marriott
· il y a 3 mois
For a number of years I have enjoyed a close and trusting relationship with my financial advisors at Beacon Pointe, Eric Witte and Haley Rodrigues. They provide outstanding service, safe and trusting help with all my financial needs. I highly recommend Eric and Haley and Beacon Pointe Advisors in general to anyone searching for knowledgeable financial advise.
Avia Google
Alan Feigenbaum
· il y a 3 mois
Haley is a pleasure to work with! Haley takes copious notes which she always follows up from. Besides her pleasant persona, Haliey is a true financial professional. My family sleeps better because of Haley!
Dvia Google
Debra Harper
· il y a 6 mois
My Beacon Pointe Advisor is a team member with my Husband and me. Together, we discuss and execute the best options for our portfolio. I appreciate the flexibility we have when collaborating with Nick and the investment advice we receive.
Jvia Google
John Magiera
· il y a 6 mois
Their expertise, integrity and client first mindset makes them an investment advisory, financial planning and management team I can wholeheartedly recommend.
