We chose Beacon Pointe to steward our portfolio because of our advisor Rebecca Thompson. Rebecca is an extraordinary ...
We chose Beacon Pointe to steward our portfolio because of our advisor Rebecca Thompson. Rebecca is an extraordinary advisor and human being. In fact, I still frequently call and text the friend who referred me to Rebecca to thank her. Not only does Rebecca know her way around the financial portfolio, her extensive knowledge and support in multiple areas and aspects that affect our finances and life is an ongoing, useful occurrence. I am happy with the performance and growth of our portfolio and Rebecca’s guidance has saved us time and money in multiple areas of our life. She’s also assisted us with some complex planning issues. All of this is why I’ve referred her to family and friends.
Rebecca is full of wonderful knowledge and experience. When I call her for advice or input, I am always learning something new and she comes up with ideas, suggestions and ramifications I had never thought of.
Rebecca takes her time answering my many questions, I never feel rushed, and if she doesn’t
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