Financial Advisors in Scottsdale, Arizona

My husband and I have been working with Liam and his team for about nine months and they have been terrific. Not only did they help navigate a transfer of my 401(k) account to a fund they manage but have taken the time to get to know us and understand our financial and life goals. Especially in this turbulent time, I sleep so much better knowing that Beacon Pointe is looking out for our money.

This firm is amazing!!!! I have been so impressed with the team at Beacon Pointe. Liam Powell & Jacob Lucchese are fantastic!! They have set me up for a successful retirement, sooner than I expected. They are thorough, patient, responsive and knowledgeable. I feel that my future is in very safe hands with this team!!

My wife and I have been long-time clients of Beacon Pointe in Scottsdale, AZ, and working with Liam Powell and Jacob Lucchese has truly been an outstanding experience. Their approach to wealth management and financial planning is professional, thoughtful, and completely stress-free. From the very beginning, Liam and Jacob took the time to understand our specific needs and circumstances, building a plan and portfolio designed to adapt to life changes and long-term goals. Their advice is delivered through timely communication and a well-coordinated team approach. We are always presented with clear options and consistently feel at the center of the decision-making process. We highly recommend Liam and Jacob to anyone seeking knowledgeable, attentive, and trustworthy wealth management services.

I want to express my sincere appreciation for Jacob, Sean, and Todd at Beacon Pointe Advisors. Their professionalism, deep knowledge, and exceptional attention to detail have made a meaningful difference in managing my financial investments. They consistently keep me well-informed and up to date on any changes in the stock market, IRA accounts, and bonds. I truly value how prompt and proactive they are in communicating important updates—it gives me great confidence and peace of mind knowing my investments are in such capable hands. Their dedication and hard work do not go unnoticed. It’s clear they genuinely care about their clients and go above and beyond to provide excellent service. Thank you so very much, Jacob, Sean and Todd, for your outstanding support and commitment.

Liam has been our trusted financial adviser for over 6 years. Besides having own exceptional knowledge he has partnered with a group of professional that is resource rich with longterm financial professional which Liam represents well.

I have been with this company for many years now and they have always done an amazing job for me, especially considering I’m a very small investor. The care and attention and consistent communication are very unusual these days. I referred a friend to Joshua and she continues to rave about how wonderful he is. I am eternally grateful for the job they’ve done for me.

Robyn Gerke and Jacob Lucchese have taken the time to understand my investment objectives. They ensure that my plan is meeting my objectives and they are available for any questions I have. I highly recommend working with Beacon Pointe Advisors, particularly Robyn and Jacob.

I have really enjoyed working the the Beacon Pointe team, particularly Jake Heisler. I am not a finance guy, so their expertise has been a godsend. I feel very comfortable entrusting them with my retirement plans. I highly recommend them.

My family comes from a world of “finance.” My grandfather, George Blumenthal, had his own stock brokerage firm and was a stockbroker for sixty years. My grandfather was attentive to his customers. For many years I have been with Bruce Meyer and Beacon Pointe and I have been a personal customer of Andrew Saltzman for close to a decade now. Andrew is knowledgeable, observant and ever-alert to changes in the market. He is careful and patient, as well, which really helps when you are busy in an altogether different business. Finally, Andrew is a friend. He took time out of our appointment to assist in filing a 401k final return for my business. I admire and trust Andrew and would recommend him to my own friends. My grandfather would be impressed.

Beacon Pointe is a top notch, professional and competent financial planning company. They continue to serve us well. Robyn Gerke is the best. Thank you for all you do on our behalf.

I have been working with Eric Newby at Beacon Pointe Advisors for over 10 years and have been extremely happy with the service, communication, results and expertise of Eric and his team throughout the years. Eric listened to my desires and provided guidance on how to achieve the results I envisioned. I highly recommend Beacon Pointe!

We’ve had the incredible advantage of working with Todd, Sean, Jacob, Justin and all the other great folks on their team who have cared for us like one of their own. I NEVER worry about where they’re investing our money because their expertise, their experience and their track record have always proven success for me!