Beacon Pointe Advisors - Fort Worth (TX)

5 /5 Marcus Young: The Rosenthals have been our financial advisors for more than 30 years in both a pre and post-retirement capacity. The Rosenthal team (Beacon Pointe – Ft Worth) has done a superb job planning and managing our retirement assets. Their advice and counsel has always been thorough, consistent and strategically sound. Their approach has allowed our assets to grow even with fluctuations in the market. Through the years we have been impressed with their professional employees; from the friendly voice who answer the phone, to the client service support staff, to the financial advisors. The employees’ knowledge level, commitment to excellence and proactive approach, teamed with the resources of Beacon Pointe, make them truly unique. We highly recommend the financial advisors of the Beacon Pointe – Ft Worth office for your financial planning needs.

5 /5 Scott & Gay Davidenko: We have been clients of this firm for approximately 25 years. The Rosenthals helped us navigate the process of retiring, by facilitating the smooth transition of our lump sum option to each of our IRAs. The advisors and office staff are professional and personable, always answering any questions or concerns we may have. We have been extremely pleased with our investment results and highly recommend Beacon Pointe Advisors.

5 /5 Theresa Armistead: We started with this advisory firm over 25 years ago when it used to be Rosenthal but now it is Beacon Pointe. We have had so many other advisory firms try to steal us from them, but we refused to change for a reason. This firm now especially Alicia Langdon is always on top of our assets. They are very knowledgeable and responsive. We trust them with our assets and our future retirement funds. I would highly recommend this firm to everyone in need of retirement planning. They are on it and will take very good care of you. We are in good hands and feel very confident about our upcoming retirement plans. Thank you, Alicia, Burt and Beacon Pointe, for taking such great care of us all of these years.

5 /5 Ken McNamara: The people at Beacon Pointe managed our finances and especially our transition into retirement. I would recommend them to everyone. Theres a lot more to investing than buying some stocks and bonds and hoping for a reasonable result. The people at Beacon Pointe know how to guide investments and they do it very well. They are available, they answer our questions and help fit our financial requirements to a chaotic, sometimes scary, market.

5 /5 Georgann Bridenbecker: Burt and team have guided me through my financial goals before, during and into retirement. Their partnership with Beacon Pointe enhances their resources and services, taking both their company and me to the next level of financial support and opportunities. Our Financial Advisor, Alicia Langdon quickly translates client feedback into tangible, customized and actionable steps providing meaningful guidance and delivering exceptional service. She and her team understand the importance of properly structuring an investment portfolio and reallocating the assets as time and goals change. Her ‘can do attitude’ and willingness to go ‘above and beyond’ sets her apart from her peers.