About Beacon Pointe Advisors
Reviews for Beacon Pointe Advisors
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
Beacon Pointe Advisors is a highly regarded financial advisory firm that consistently delivers exceptional service to its clients. The advisors at Beacon Pointe are known for their extensive knowledge, personalized approach, and commitment to helping clients achieve their financial goals. They take the time to understand each client's unique circumstances, explain complex financial strategies clearly, and ensure that clients feel confident and secure in their decisions. Beacon Pointe's advisors, such as Kurt and Cathy Jensen, are praised for their availability, responsiveness, and ability to create customized plans that align with clients' needs and priorities.
We are very happy with our experience with Beacon Pointe. Everyone we have dealt with is very helpful. Our Advisor, Kurt, is knowledgeable and gives us solid, honest information. He explains everything clearly so that we can make informed decisions about financial strategies and makes sure we’re comfortable with them as we move forward. Kurt is very personable and is always available to answer our questions.
I feel confudent, and secure, with my advisor, Cathy Jensen. Whenever I have a question, she gets back to me right away. I appreciate that she explains things thoroughly and thoughtfully.
I highly recommend John if you are looking for honest advice. He took the time to understand my financial goals and created a personalized strategy that made me feel confident and secure about my investments.