Gordon Wang - Transamerica Financial Advisors - Irvine (CA)

bahareh kamoei I have had an outstanding experience with this leading wealth management company. Phillip Niblo has demonstrated remarkable expertise, ensuring a personalized and transparent approach to my financial goals. The teams comprehensive services, including investment portfolios and retirement planning is second to none. Regular updates and insightful market analyses showcase their commitment to client satisfaction. Phillip Niblo excels in delivering top-tier, client-centric wealth management advice.

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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!

Mellissa Barcelo My husband and I have been working with Ben for a couple of years now. What stands out to the two of us is that he immediately put us at ease. He has the ability to listen and ask thoughtful questions so that we reach our financial goals.