Beacon Pointe Advisors - Sarasota (FL)

Shayna Ford Joshua Boulware leads his team with confidence, grace, and transparency. He will make sure that you are informed every step of the process and you are treated with respect, dignity, and phenomenal care. With Joshua Boulware and the entire HOF Wealth Management team, your best interests will be at the forefront of every decision.

Lynn Bougie Hi Lora, I am opening up my finance trackers to do my end of month invoicing and bills and it reminded me that many of the trackers and tools I have in place and use consistently now are because of your class. I always "kind of knew" what I needed to do but I did not commit the time to do it. Through your class and the homework and the tools you provided I am much more in control of my finances. I know my worth and it feels good! Thank you for putting together such a great class. I hope you are well and that ships are coming in and out regularly and that you are only swimming with the dolphins.

Karyn Morgan My experience with Chuck Chucri as my financial planner has been amazing! His knowledge and expertise is top notch! I highly recommend him to manage your investments! Chuck treats his clients with the utmost respect, and is always available for your every question and concern. His guidance has grown my investments exponentially. He treats you as family, and in todays world, that speaks volumes! Thank you and your beautiful family for all you do! I look forward to many years of collaboration!

Catherine Clark Noel Hardwick has been with Truist for 15 years. I have found her to be extremely personable since I met her at the Hobe Sound branch. She is now in Port Salerno where her professionalism has developed and matured. She has been instrumental with handling problems that I encountered with my mother being scammed. I always look forward to seeing her smiling face. She is an asset to your bank. Thank you Nicole for all you do regarding my accounts.

Harelis Santis This is an amazing place managed by amazing people. They are always in need of volunteers to help sort, label, and arrange the food donations they received. Caring people, a great cause, and lots of need from the community make rhis place a necessity in our times.

Angelstar Colon Me and my husband have been dealing with Elizabeth Lane for years and she is wonderful. She knows everything there is to know about financial planning, stocks, mutual bonds etc. We know we are in great hands when it comes to our money and Elizabeths great knowledge of how to handle it. Thank you for everything. We have been blessed having you as our financial planner. If you are on the fence about having a financial planner go see Elizabeth and you will be happy you did.