Beacon Pointe Advisors

Located in Houston, Texas

Address: 1408 Montgomery St, Fort Worth, TX 76107, United States

Phone: +1 817-336-2000

Rating: 5

Review 1 (2025-02-04 - Rating: 5)
The advisors with Beacon Pointe are phenomenal. They have been helping us plan for retirement for over a decade. Now that retirement is here, they are still providing us a high level of professional service. Especially Cory, he is amazing and easy to understand. When we have questions, he has the answers.

Review 2 (2024-10-16 - Rating: 5)
We have been with Burk and team (now Beacon Pointe) for more than 15years! They are not only awesome in the investment management profession; but they also provide amazing customer service!Alicia Langdon is our Financial Advisor. We are so thankful for her attention to details, exceptional knowledge, and ability to step us through the details (and big picture) of our investments. We especially appreciate how she listens to our financial goals; helps us establish a plan, and then follows up.Five stars!

Review 3 (2025-02-04 - Rating: 5)
Cory Bruntz has been exceptionally professional in managing our acount and looking out for our needs. Gayle Watson quickly responds to our requests and inquiries, and insures our questions are accurately answered! We feel safe and secure in this office managing our financial resources!

Review 4 (2023-09-15 - Rating: 5)
After losing my dad, piles & piles of insane forms & paperwork. Didnt have a clue how to even dare to try to fillthem out by myself.Burk & Gayle have been a blessing from God!They have helped in any way, form or fashion to help me tackle all this mess!Im so grateful for everyones help at your office, Burk... Susan BroylesThank you for everything