Beacon Pointe Advisors

My family & I have been using Beacon Pointe Advisors for over 20 years. At a young age, I would tag along with my grandmother to her meetings with Marc & Gregory. I distinctly remember their kindness and personalized attention they provided her. They truly listen and take the time to help you reach your goals. Investments and planning could be intimidating and overwhelming. The Beacon Pointe team has supported & guided us through many of life's obstacles. I currently work directly with Gregory, he responds positively and promptly to our calls. We meet several times a year as needed and he is always professional and personable. When my grandmother passed he went above and beyond to assist me in getting her financials organized. I cannot thank him enough for guiding me during such a difficult time. I highly recommend Beacon Pointe Advisors; with their expertise they have helped my family invest, plan our retirement strategy, manage assets and build financial growth.

Beacon Pointe has been our trusted financial advisor for years, and their exceptional services have truly made a difference in our financial journey. Marc and his dedicated team have consistently gone above and beyond to provide us with invaluable advice and guidance. Their expertise and professionalism instill complete confidence, and we are grateful for their unwavering support. We wholeheartedly recommend Beacon Pointe to anyone seeking top-notch financial services and advice.

We came to Beacon Pointe after working with several different investment advisors over the years. In one large firm we had seen advisors come and go, leaving us passed on to a new person. At one we felt we had developed a somewhat trusting relationship, but were disappointed when we were advised to use a new product which of course added to our fee and then not long afterward were notified that our advisor was no longer with the company. These experiences lead to what I like and trust about Beacon Pointe and Gregory Gionfriddo in particular. We can trust that we will be requested to meet periodically and at the meeting will have a thorough review our our investments presented in material that we can take see, understand and take home to review. We can have honest discussions so that our relationship with our expenses and finances are known and understood. If a question or situation arises between meetings, I am always certain to receive a quick and friendly response. Best of all a relationship of trust has been established, and that is the essence of what a financial team should be. Mary Beth and Doug Cordier