Beacon Pointe Advisors - Winter Park (FL)

5 /5 Larry Lanpher: We have been clients of Jimmy Ferrell and most recently Will Ferrell for 30 years! They are very knowledgeable and trustworthy in the Financial world:. In addition they have an amazing team, in particular Elaine,Paige and Michelle. We have and will continue to recommend Beacon Point to all our friends and acquaintances.

5 /5 Michael Garner: The Beacon Pointe team is extremely knowledgeable and trustworthy – and they truly care! Crystal has been my advisor for many years and, in addition to doing a great job managing my investments and formulating a financial plan that helped me prepare for retirement, she has also assisted me with tax planning and inheritance issues, and even guided me through a successful Medicare surcharge appeal. You’re not just a number with Beacon Pointe – They know you personally and provide support through every financial situation and stage of life!

5 /5 Madeline Richardson: Even though my father-in-law and brother-in-law are employed at Beacon Pointe (this is not a coerced review), I would highly recommend this advisory service to anyone looking for a dedicated, knowledgeable, and awesome team to grow their value. Shoutout Paige and Elaine!

5 /5 Hayley Havron: Will, Jimmy and the whole Beacon Pointe team are phenomenal to work with. The team is professional, knowledgable and dedicated to helping secure a financial future.

5 /5 Addison Lanpher: I have been a client for a long time. Most recently with Will Ferrell. The entire beacon pointe team/staff has been an absolute dream to work with. Heres to many more years of continued finacial success! Thank you for all you have done for me and family!