Beacon Pointe Advisors - Palm Desert (CA)

Lily Bryan She does not pay attention to detail nor take deadlines seriously she has been a hinderence to my grandmothers estate and has a conflict of interest relationship with the attorney. Stay far away from her especially if she is providing trustee services.

Natalya Bakhshetyan As first-time homebuyers, we had a lot of questions and concerns about the process, but Anita and Mlada made everything incredibly easy. Their communication was excellent from start to finish, and they were always available to answer our questions in detail. What impressed us the most was how quickly they worked — everything moved along faster than we expected, and they handled most of the paperwork behind the scenes without bothering us. We felt completely supported throughout the entire process. We couldn’t have asked for a smoother experience! Highly recommend them to anyone looking for a loan officer who is professional, efficient, and truly cares about their clients.

Lawrence Bakery Curtis and his team are the best!