Beacon Pointe Advisors Claim this business
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Beacon Pointe Advisors is a consultant located in Pasadena. They offer finance and service services. Rated 5 stars from 16 Google reviews.
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- Address123 S Marengo Ave #200, Pasadena, CA 91101, USA, Pasadena 91101
- Phone(626) 795-3062
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Reviews
I’ve had the pleasure of working with Debra for the past 13 years, and I truly can’t recommend her highly enough. She first helped my family navigate my parents’ estate, and since then has continued to guide me through my own financial journey. Debra is incredibly responsive and always makes me feel like a priority. She takes the time to understand my goals and consistently puts my financial well-being first. I trust her completely—she is knowledgeable, thoughtful, and genuinely cares about her clients.
I work with Courtney M. at Beacon Pointe Advisors and she has been wonderful to consult with. As someone who is not extensively strategic, nor extensively educated with managing finances and investments, I find great comfort and trust in Courtney perspective, expertise, and guidance. She is able to help me make decisions that are aligned with my objectives and goals, while navigating the ever-changing market. I consider BPA a trusted resource and valued partner.
As an individual client I have been extremely satisfied with Beacons’s service. My family has been clients of this office for many years. They provide insightful and knowledgeable information regarding financial issues. I greatly appreciate their help in guiding my financial future. If I have a question or if my situation changes I can contact the office and receive a reply quickly. Having Beacon manage my retirement account makes me feel secure.
We highly recommend Hal Smith and his team at Beacon Pointe. We have worked with Hal for many years without disappointment. Hal is not only professional but takes the time to answer questions and keeps us very informed of the market and changes. Follow up and dedication in helping grow our financial account is so important and that is exactly what we get from Hal.
Hal Smith has been an invaluable asset to me as a financial advisor. He is very patient and listened to my goals and guided me to and through the retirement process over the past five plus years. My one-year retirement anniversary is just a few weeks away and I can't thank him enough for his patience in the planning process with various scenarios. I look forward to his continued guidance!