A-L Financial Corporation - Santa Ana (CA)

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Julie Bergmann I highly recommend Beacon Point Advisors for financial planning and management. Debra Curry is the definition of a professional, compassionate and educated advisor. Her constant follow up is incredibly helpful in navigating current financial changes not only in markets but in my own personal situation. She is very supportive and provides excellent service and advice at all times with great responsiveness. I have also worked closely with Tamara who is incredible at follow up and follow through as well. Working with Debra, Tamara and all of the caring and knowledgeable staff at Beacon Point Advisors has provided me with peace of mind money cant buy. They have also assisted my family during some challenging times and were always right there providing caring and knowledgeable support. Thank you Debra and all of the staff!

Zelindabeth Garcia ⭐⭐⭐⭐⭐ Marcus Little was my financial advisor and I highly recommend him. From the minute we started our first meeting, Marcus took the time to dig into my financial circumstances and objectives. He helped me get a clear picture of what I had and gave me sound advice on how I could manage my finances going forward. I really valued how Marcus took complicated financial information and clearly explained it in a way I could understand. He was patient, focused, and genuinely wanted me to be successful. I now feel confident I can make good decisions, based on his informed and thoughtful advice. If you are looking for a knowledgeable and trustworthy financial advisor, Marcus Little is the person to contact. Thank you for your service Marcus!