Beacon Pointe Advisors - Vero Beach (FL)

Jaime Stafford Ive been a client with JD Bowen since 2016. I have full trust in this intimate group of advisors that have given me over and above customer service. They really care about their clients needs and what strategies would work best for them. Ive seen my money grow over the years and the taste of financial freedom is getting closer each day! Here is a photo of me and my mom at the ladies Valentines lunch they hosted one year.

Michelle Forehand Jeremy is wonderful! Not only is he professional, he genuinely cares about you as a person. He has helped me with my finances and with my business. He is trustworthy and has the utmost integrity. So thankful to be a client….highly recommend!

roy mulanda I lack confidence when it comes to financial issues…Some painful past experiences made me skeptical and I rarely have trust for companies who state that they operate having their customers’ best interests in mind. However, Harwood impressed me with its customer-centric approach and willingness to actually help. I’ve never looked for another company when it comes to managing my finances.

Yegor Byvalkevich Great service