Beacon Pointe Advisors
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11601 Wilshire Blvd #1600
Los Angeles, California 90025 - 949-718-1634
Chamber Rating
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Mark
I would highly recommend Beacon Pointe. I have been a client for several years, my advisor is always responsive and I meet with them regularly. As I head towards retirement they have helped me set up a consistent income stream from my investments, and also with tax guidance that has saved me money. I have had other well know advisors in the past and Beacon Point leave them in their tracks. I am very happy with my team at BP."
Oct 2nd, 2023 -
Local Customer
I would not recommend these advisors at all. My experience was real bad with them, to say the least. They managed a couple Million Dollars for me for a short period of time and it was the worse experience I ever had with Financial Advisors. They seem to use a "cookie cutter" approach to the investment strategy and they definitely do not follow through on the customer's requests and requirements. They will meet with you and tell you all that you want to hear and once you have signed up with them all that you requested goes out the window. If you have issues they are not address in a timely manner and their "team" is none responsive to say the least.
Jun 27th, 2023
About
Beacon Pointe Advisors
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients’ best interests are the driving force in the relationship.
Contact Info
- 949-718-1634
Questions & Answers
Q What is the phone number for Beacon Pointe Advisors?
A The phone number for Beacon Pointe Advisors is: 949-718-1634.
Q Where is Beacon Pointe Advisors located?
A Beacon Pointe Advisors is located at 11601 Wilshire Blvd #1600, Los Angeles, California 90025
Q What is the internet address for Beacon Pointe Advisors?
A The website (URL) for Beacon Pointe Advisors is: https://beaconpointe.com/contact-us/los-angeles/?utm_source=gmb&utm_medium=local&utm_campaign=wilshire-los-angeles-ca
Q How big is Beacon Pointe Advisors?
A Beacon Pointe Advisors employs approximately 20+ people.
Q How is Beacon Pointe Advisors rated?
A Beacon Pointe Advisors has a 3.0 Star Rating from 2 reviewers.
Ratings and Reviews
Beacon Pointe Advisors
Overall Rating
Overall Rating
( 2 Reviews )Mark on Google
I would highly recommend Beacon Pointe. I have been a client for several years, my advisor is always responsive and I meet with them regularly. As I head towards retirement they have helped me set up a consistent income stream from my investments, and also with tax guidance that has saved me money. I have had other well know advisors in the past and Beacon Point leave them in their tracks. I am very happy with my team at BP."
Local Customer on Google
I would not recommend these advisors at all. My experience was real bad with them, to say the least.
They managed a couple Million Dollars for me for a short period of time and it was the worse experience I ever had with Financial Advisors.
They seem to use a "cookie cutter" approach to the investment strategy and they definitely do not follow through on the customer's requests and requirements.
They will meet with you and tell you all that you want to hear and once you have signed up with them all that you requested goes out the window.
If you have issues they are not address in a timely manner and their "team" is none responsive to say the least.
Overall Rating
Overall Rating
( 2 Reviews )Write a Review
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