Beacon Pointe Advisors

My husband and I recently joined Beacon Pointe and have already felt a strong sense of belonging within their organization. Heather, Tori, Isabel and Jack have been exceptional throughout our transition, demonstrating a high level of professionalism and attentiveness. They have consistently provided outstanding customer service, maintained prompt and clear communication, and exhibited a high degree of financial expertise. Their knowledge and dedication have instilled a great deal of confidence in our financial planning.

I have worked with Heather O'Neill Fairbanks and her team for more than 30 years! I truly could not ask for someone better to guide my financial life. Heather has always been honest, transparent and has always genuinely cared about me as a client. One thing I have always appreciated is that she invests in similar funds she recommends to me, It really shows how much she believes in the strategies she uses. Thanks to her guidance and long term planning, I was able to retire in my 50's and now enjoy a comfortable retirement, I am able to travel, relax and enjoy life without constantly worrying about my finances. Over the years, her firm has grown into a wonderful team. Jack has helped me through the years with tax information and now the Social Security application process, which made everything much easier. I always enjoy working with him. Heather's daughter, Tori, joined the company several years ago and has become a great addition, continuing the same level of care and professionalism I have come to expect. Tori is always very responsive and provides me all the information I need to make financial decisions. Although I do not interface with Loyd, Isamu and Isabel on a regular basis, I know that each of them is an integral part of the organization and I appreciate their contributions. The addition of the Beacon Pointe family has been beneficial as well. I like the online financial reporting they provide and all the educational opportunities and updates they offer on a regular basis. I feel completely comfortable and confident working with this team, and I am very grateful for everything they have done to help me build and enjoy the retirement and lifestyle I have today. I highly recommend Heather and her team to anyone looking for trustworthy, knowledgeable financial guidance.

With expert guidance from our team at Beacon Pointe, we have gained the confidence to know that we are set for the future without concerns about running out of funds in our later years. The BP Team has taken care of our current financial needs and deftly anticipated our future needs. Their personal approach, along with mutual trust and a caring, understanding relationship, makes Heather and her team unique and high-value. They provide topnotch financial guidance, advice and portfolio management!

Working with the team at Beacon Pointe Advisors has been an exceptional experience. They have helped us build a solid foundation, providing us with insights for managing our overall financial health. What sets them apart is their accessibility and responsiveness. The team is always available—whether we have a simple request that needs a quick answer or require an in-depth consultation. This dedication to client support makes us feel truly prioritized.

Ever since working with Beacon Pointe, we feel peace of mind. This is no small feat, and arguably priceless. By working with the BP team, we have more confidence in our retirement planning / savings strategy. Their approach to wealth management and financial planning is unique because they provide clarity, transparency, and ease. Everything we've experienced is in service of this, and results in confidence. The team is accessible and trustworthy.

-Since working with Beacon Pointe, we have complete confidence that our financial objectives are being achieved. The team is always available for addressing questions or changes to our specific needs. The level of service is exceptional. I cannot think of any area where we could be better served. -The team provides financial security and investment knowledge. They are personally involved with our family, serving multiple generations, and is aware of the different individuals current and future needs.