Beacon Pointe Advisors - Pasadena (CA)

5 /5 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!

5 /5 Meg Patrick: Courtney and The Beacon Pointe Advisory team has been top notch !!! They Communicate and keep me advised on the changing market. I appreciate eveything they have done for me and my portfolio. Thank you for eveything Meg

5 /5 Ian Ito: Debra has been a wonderful help in maintaining and growing my account. Shes always taken the time to explain fully whenever I ask a question, and often offers additional resources if you want to educate yourself. Every conversation has been friendly, supportive, and educational, and I leave each time feeling secure with her handling this. Her service is appreciated, and her ethic is golden.