Financial Consultants in Newport Beach

“The building is beautiful and the staff and office are topnotch. Appointments preferred. Parking structure is well maintained. And the location is ideal for business lunches and meetings located next to Fashion Island.“

“This is not 5 Stars lightly given. I've been a Mercer client for close to 25 years, so I can speak with some authority. Every aspect of my life has been improved by my relationship, first with Rick Mercer and then with the entire Mercer team. If not for their diligence, skill and investment philosophy I would undoubtedly still be bent over the dental chair. I work now with Chuck Breuch at the Boulder Branch and although, because I'm retired, I am "small potatoes " in terms of income, I still receive the finest of service. If love and investments can be used in the same phrase, they apply to Mercer Advisors and me.“

“I’m with Beacon Pointe because of one reason, Dylan MacDonald.

I have had very reputable financial advisors in the past, and I firmly attest, that not one of them offered the level of service and personal attention that Dylan maintains with me all year long.  That’s right…all year!

When I decided to fully retire, Dylan and his team held multiple meetings among themselves, and with me, to review my projected financial success.  Each meeting I had with Dylan was a perfect example of tremendous patience and understanding.  I asked his team to run the numbers depicting several different scenarios in regard to my portfolio.  I asked the same questions at least five different ways.  By the time I came to a decision, I felt totally confident that we left no rock un-turned.

My best friend as well as my sister are Dylan’s clients. They too, are extremely satisfied with Dylan’s performance. We can’t imagine anyone else managing our financial affairs.  You couldn’t ask for a more dedicated, knowledgable, diligent, and genuinely caring financial advisor to have your back.

I’m a New Yorker.  I don’t tell you ... I like your shoes ... just to make you feel good.  When I say something I mean it.  If you are looking for a sincerely solid financial advisor, call Dylan MacDonald and you will be writing one of these heartfelt reviews yourself!“