Beacon Pointe Advisors - Sarasota (FL)

5 /5 Dianne Welde: I have been a client of Jim Cooper for over 20 years and for a very good reason. Even during difficult market times Jim has successfully advised me on my investments to minimize my risks and maximize my worth. Over the years when it was necessary for me to go into their office for a review of my account, the staff was incredibly friendly. They made me feel welcomed and valued as a customer. I would highly recommend Jim as a financial advisor. Dianne Welde

5 /5 Bart Newhouse: Marc and the team at Beacon Pointe were recommended by a friend, and my family and I couldnt be happier with the service and performance. They spent a lot of time getting to understand our personal and family big-picture financial needs and goals, and we feel very comfortable with them and their advice and guidance. They have a ton of experience and they are there when we need them, need to discuss changes to our goals/strategies, etc.

5 /5 Steven Strumpf: Marc, Greg and Christine have all shown great ability to analyze complicated financial markets and are patient and thorough in helping to explain all situations. Their whole team makes you feel like family and their accessibility and hospitality and most of all the financial expertise they have demonstrated I would recommend to my family and friends.

5 /5 Linda Carroll: I have been with Greg and his firm for many years now. I have gotten to where I fully trust him and the firm everyone that works there is just wonderful. The staff is very helpful. I cannot say enough and Gregg is always there for me as well as Dee also.. I will tell you if you sign up with this firm you will always be grateful that you did. I am pleased so much. I can’t even tell you thank you all. I just want you to know how much I love this place…Linda Carroll

5 /5 Valentyne Chevalier: Greg and Mark have helped me throughout the years managing my money and making sure its in the best positions possible for top growth. I mainly deal with Greg now and he is top notch! Highly educated and great customer service. Gets back to me promptly. Only having my best interest at the top of his list when manging my money. I 100% recommend this company. They dont treat me like just another customer, they treat you like family. Thanks to all of you at Beacon Point. Keep it up!