Beacon Pointe Advisors - Campbell, California

Beacon Pointe Advisors, located at Address: 900 E Hamilton Ave #120, Campbell, CA 95008, United States, is a well-known firm that specializes in financial planning, financial advisory, financial consulting, and investment services. With a phone number of 4082613300, it is easy to get in touch with them to schedule an appointment.

Their website, beaconpointe.com, provides a wealth of information about their services and team. They recommend making an appointment, although it is not strictly required.

Beacon Pointe Advisors is known for its wheelchair-accessible facilities, including parking, entrance, and toilets, making it easy for people with mobility challenges to visit. They are also proud to be an LGBTQ+ friendly business.

In addition to on-site services, Beacon Pointe Advisors offers the convenience of online appointments, allowing clients to schedule meetings from the comfort of their own homes.

According to Google My Business, Beacon Pointe Advisors has received 3 reviews with an average rating of 2.3/5. Before visiting, it is always a good idea to read recent reviews to get a sense of the quality of service provided.

Reviews of Beacon Pointe Advisors

Miss. P

1/5

I brought my accounts over in 2015 and they literally did not make any money in the limited amount of Beacon Pointe funds, despite record highs during the five year period. I know this because I just liquidated it all to cash and am paying very little in capital gains. They also did not schedule quarterly meetings either unless I asked. Expensive fees did not equate to growing in assets in the slightest - far below the S&P. Very disappointed.

German Delacruz

5/5

Beacon Pointer

Xiaofang Liu

1/5