Beacon Pointe Advisors - Palm Desert (CA)

Karen L. Fisher If I could give this company a zero rating I would. Working with Adam Ghinazzi has been one of the worst experiences Ive had when it comes to working with investment advisors. He never returns phone calls, still has an old contact name and e-mail attached to the accounts and has consistently ignored client instructions. His poor customer service led to a large amount of money getting misdirected and it is taking months to fix the problem. Its been extremely stressful working with him. I hope his company will do something to improve the level of service so no other client has to experience this level of frustration and of being ignored. Clients deserve better. Im a trustee and Im settling the estate for Adams client. Out of respect for all the years he worked with this client, I would expect him to be responsive to the needs of the current situation which is making sure the money is distributed properly so the heirs can receive their money.

William Weinberg I have had the pleasure of knowing and working with Martin for over a decade. During that time, his devotion to my financial well being has never wavered. At the outset of our relationship he made sure to determine what kind of investor I was, what my goals and expectations were and that evaluation has led to a very trusting relationship over the years. I highly recommend him to anyone looking to diversify and increase their wealth with someone they can trust and get to know on a personal level. Hes an excellent person and an excellent financial advisor.

RUSSELL MARNE Hands down the best. I have used Paul’s services for years and can attest to the fact that he is knowledgeable, professional, and on top of all changes in the tax codes. I have referred many friends to Paul over the years and they are still my friends.

Bradley Roach It was a relief to have possibilities for really bad credit loans in Anaheim. This organization concentrated on assisting me in moving forward rather than criticizing my prior financial errors!

Christine Diaz Lisa has been doing our taxes for 20+ years. We live out of state now and still have her preparing our taxes. She is knowledgeable, fair, easy to reach for questions and I cant imagine going anywhere else. I goofed one year and forgot to send her a W-2 and when the IRS contacted us months later, Lisa worked with them to have penalties and interest removed if we paid the missing tax immediately. That alone was worth having a professional do your taxes! We value our relationship with Lisa.