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Beacon Pointe Advisors
Beacon Pointe Advisors : gestion de patrimoine fiable et transparente, adaptée à des stratégies de retraite et d'investissement personnalisées.
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Business
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Beacon Pointe Advisors : gestion de patrimoine fiable et transparente, adaptée à des stratégies de retraite et d'investissement personnalisées.
Beacon Pointe Advisors à Scottsdale offre une gestion de patrimoine professionnelle et transparente avec des stratégies de retraite et d'investissement personnalisées. Les clients louent une équipe proactive et réactive qui reste connectée, se réunit régulièrement et place les intérêts des clients au premier plan. La firme met l'accent sur la collaboration avec des experts-comptables et une planification globale afin de préserver et faire croître le patrimoine au fil des objectifs de vie qui évoluent.
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Gestion personnalisée de portefeuille avec une approche diversifiée pour faire croître et protéger vos actifs.
Des stratégies complètes pour sécuriser votre avenir financier, y compris des solutions de retraite fiscalement efficaces.
Planification financière holistique intégrant les investissements, la fiscalité et la planification d'entreprise pour une réussite à long terme.
Conseil personnalisé et soutien continu pour vous aider à naviguer dans des décisions et objectifs financiers complexes.
Mises à jour proactives et service réactif pour vous tenir informé et avoir confiance en votre plan financier.
Note globale
Marcia Haek
I have been with this company for many years now and they have always done an amazing job for me, especially considering I’m a very small investor. The care and attention and consistent communication are very unusual these days. I referred a friend to Joshua and she continues to rave about how wonderful he is. I am eternally grateful for the job they’ve done for me.
Juan Streeter
My wife & I have been clients of Beacon Pointe for 7 months after transferring our retirement investment portfolio from Edward Jones. We needed an investment Management partner that had the required and demonstrated platform that would support our decision to move abroad (Nice, France). Beacon Pointe and our assigned Wealth Management/Advisor Team (Ryan Quigley, Joshua Lustbader and Kelsey Hudson) Have been Outstanding from day one . What my wife and I like most about the company and our team is their positive attitude and confidence in their experience and ability to successfully build and manage a diversified Retirement Portfolio specific to our needs. They have been responsive, knowledgable, professional, very approachable, resourceful and above all, available to meet and address our important financial needs. We would recommend this Company and their Wealth management team to anyone. It is our pleasure to provide this review on their behalf. Juan & Patricia
Bradley Blake
Its been an absolute pleasure working with Jameson and his whole team for over the last 20years now. My family and I have always felt like we were being looked after and our best interests were at hand. In short, Jameson Van Houten and his Team have always gone above and beyond with their service to help us with our investments and financial planning, not to mention the tax and business planning aspects. They are always available to help answer or be an additional resource for any financial discussions beyond simply investing. And most importantly, they’ve done a fantastic job with our portfolio!
Dan Schweiker
After selling my business and my wife retiring from hers, choosing the right registered investment advisory firm was one of the most important financial decisions we faced. We interviewed a number of firms and are very pleased that we selected Beacon Pointe, as they quickly earned our trust with their professionalism, transparency, and depth of expertise. From the very beginning, they took the time to understand our personal goals, financial needs, and long-term vision, creating a strategy that was not only tailored but also highly adaptable as our circumstances evolved. What has impressed us most is their proactive approach and commitment to keeping us informed. They are very responsive, detail-oriented, and always put our best interests first, which has allowed us to feel secure knowing that our assets are being managed with care. Beyond simply investing,Beacon Pointe has become a trusted partner in helping us preserve and grow the wealth we worked so hard to build. I have and would wholeheartedly recommend them to anyone seeking a financial advisory team that combines integrity, knowledge, and genuine client focus. They meet with us regularly and are quick to get back to us if we have any questions or requests. Their financial results for us have been better than we expected.
Becky O'Hara
I’m so grateful to have found Beacon Pointe! The transition from a previous advisor has been complicated and Jake and Robert have been with me every step of the way. Their obvious care about my financial success as well as for me personally is amazing. I especially appreciate their ongoing communication and effort to work with my CPA to consider all angles of retirement. Having them as advisors has helped me make the several decisions of new retirement a lot easier. They also make it easy to feel confident in these chaotic times. If you’re looking for a complete financial plan and a team working especially for and with you - you should make an appointment here!
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