Beacon Pointe Advisors - Vero Beach (FL)

jerabinka Hour wait on phone

Jessie Judge We had a great experience with Fidelity. They were patient and professional and made the process very easy for us as sellers. We will absolutely use them again in the future and highly recommend them to others.

Anjie Coates Exceptionally helpful, and very quick to respond to clients needs. If you want an agent that knows you, and actually cares about helping you, this is the place for you. I cant say enough about how happy I am with them and their service. I highly recommend them. Youre not just a number, youre treated like a person and they want to help.

Alisha Allen Nick is the most ethical and considerate Advisor I know. When I brought my portfolio over from another Advisor, he had no problem telling me it was already performing well and recommended no changes at the time, because his interests are for his clients goals and not for himself. When the 2020 market correction happened, he saw it as an opportunity and made recommendations for me that have since tripled in value. He is easy to talk to, explains things in a way for clients to understand and listens to questions or concerns. He tailors solutions around goals I have for me and my family, and firmly believe he would do just that for you. I would recommend him to anyone seeking a licensed and knowledgeable Financial Advisor.

Brooke Eversoll Heather and her team at Wellspring are wonderful! They are so professional and we love working with them. They are proactive in setting up meetings and keeping us on track with our goals. Highly recommend!

Matt Weaver Full disclosure: My company gets health insurance through Philip Financial Group. My experience with Philip Financial has always been extraordinarily great. Any time Ive had an issue or question they have responded within a day, and have even called the insurance company (they are a broker) to handle a few issues for me. On top of that, Ive recently engaged them for personal financial help/advice. Because my health policy is with them, I was not charged for the financial advice. The gentleman I worked with, Dwight, was very professional and helped turn several financial worries into very achievable goals. I cant speak for their work as far as their money services go, as Ive not worked with them in that realm.