BP
Beacon Pointe Advisors
Beacon Pointe Advisors: Holistic, full-service wealth management with trusted guidance.
5
Business
$$$
Beacon Pointe Advisors: Holistic, full-service wealth management with trusted guidance.
Beacon Pointe Advisors in Bala Cynwyd offers holistic, full-service wealth management with a team-driven approach. Clients praise Rebecca Thompson for deep expertise, responsiveness, and clear guidance, and Michael Gonzalez for preparedness and personable service. The firm coordinates with clients' accountants and attorneys to ensure comprehensive, trusted planning and informed decisions.
No photos available
Comprehensive portfolio stewardship and investment strategies tailored to your goals and risk tolerance.
Holistic advice covering taxes, insurance, estate planning, and complex financial decisions.
Personalized strategies to secure and grow your retirement savings for long-term stability.
Guidance on estate planning, wills, and trusts to protect and transfer wealth effectively.
Collaborative tax planning with accountants to minimize liabilities and maximize savings.
Expert recommendations on insurance products to safeguard your assets and family.
Claim Beacon Pointe Advisors to update business info, respond to reviews, and access analytics.
Overall rating
Stephanie
We chose Beacon Pointe to steward our portfolio because of our advisor Rebecca Thompson. Rebecca is an extraordinary advisor and human being. In fact, I still frequently call and text the friend who referred me to Rebecca to thank her. Not only does Rebecca know her way around the financial portfolio, her extensive knowledge and support in multiple areas and aspects that affect our finances and life is an ongoing, useful occurrence. I am happy with the performance and growth of our portfolio and Rebecca’s guidance has saved us time and money in multiple areas of our life. She’s also assisted us with some complex planning issues. All of this is why I’ve referred her to family and friends. Rebecca is full of wonderful knowledge and experience. When I call her for advice or input, I am always learning something new and she comes up with ideas, suggestions and ramifications I had never thought of. Rebecca takes her time answering my many questions, I never feel rushed, and if she doesn’t know something, she researches it and gets back to me. I love the way she works with our accountant and other professionals in our life, the way she works with a team to make sure all bases are covered, and everyone is on the same page, and the overall full service we receive. When I have a decision to make, whether it be taxes, insurance, a financial matter, and more, I run it by Rebecca. I appreciate her measured responses and that she is willing to tell me the truth (even when it turns out my husband is right). This is one (of the many) reasons I find Rebecca trustworthy, value her insights and advice, and know we made a wise decision parking our money with Rebecca Thompson and Beacon Pointe.
Martin Getzow
Beacon Pointe has repeatedly demonstrated responsive and professional advisors and administrative staff who are able to provide clear options to even the most naive investor. They approach the wealth management relationship holistically, interacting with my attorney and accountant seamlessly. I have confidently recommended their services to others who have also had the same positive experiences.
Mia Weintraub
I've been working with Michael Gonzalez for a few years now and he has been a excellent advisor. Whenever we have meetings he is prepared, personable and able to address any questions or concerns that I have. Would definitely recommend working with him!
Michael Zhou
