Financial Advisors in Waltham, MA

Beacon Pointe continues to provide expert advice and service after 15 years of my initial engagement. It’s been a pleasure to know team of advisors who have led the journey when life’s challenges arise. These speed bumps are smoothed by calm discussions and a plan forward. I’m forever grateful to Mark, Vin, Alyson and Andrew. It’s a unique talent to listen, especially to me.

We have been working with Beacon Pointe for over a decade and have been the beneficiaries of consistent top class service and performance from our Senior Wealth Advisor, Vincent Franks and his team. Beacon Pointe continues to engage with us and deliver the right financial planning advice around our Estate and Tax planning at the right time. We recommend Beacon Pointe unreservedly.

If you’re looking for a top notch advisory team that excels at both performance and service, I strongly recommend Beacon Pointe Advisors. As a long term client I can attest to their thoughtful and creative investment strategies, investment options available and their high touch approach. They go well beyond just portfolio growth and protection, they take the time to know you, your unique needs and immediate and long term goals.

Beacon Pointe has provided my family with a comprehensive approach to investment advice directly correlated to a financial plan that is updated on a regular basis. In addition they have reviewed our estate plan to assure all aspects of our financial and life planning is current. The quarterly reviews keep us informed and on track. The personal relationship with our advisors is outstanding.

My husband and I have been clients since 2017. We have been very happy with the attention and care we have received from Beacon Pointe. My husband passed away in 2019. I feel very comfortable and safe with Vinny Franks as my agent. He is very attentive and caring. He checks in with me at least twice a year and is available whenever I have questions. I highly recommend Beacon Pointe.

We have been with BPA about five years. As retirees we have been very happy dealing with everyone there. We have had two advisors over the years and both know the financial field and all the legal and political factors that impact on our accounts. Their ability to explain the details and rules of their trade to us is outstanding. They respond to our emails and questions right away. They both have traveled to meet in person (Try Boston to Seattle….). BPA also offers courses and lectures for their clients by zoom. We give our highest recommendation to this firm.

We’ve now been with Beacon Pointe for the better part of six years. With confidence, I will say our portfolio is well taken care of. What I appreciate about Beacon Pointe, and in particular, Melisa Dobraca Iacono, is the constant communication and decisive actions they provide.

We have been delighted with our relationship with Beacon Pointe Advisors. The Waltham team have delivered excellent advice and results. In particular we would like to mention Vincent Franks & Ryan Leahy for their proactive service to our family. We have no hesitation in recommending Beacon Pointe for your wealth management needs.

My experience with Beacon Pointe has been fantastic. Admittedly, I’m a novice when it comes to investing but Andrew and the team at Beacon Pointe has been able to answer any and all of my numerous questions. They take the time to explain everything, and do so in a way that is clear to someone less informed. They also offer socially conscious investing, and are female-founded, both very meaningful to me. The healthy return on my investment, the good they do and the personal approach they take makes me feel very comfortable with letting them handle my money. I couldn’t recommend Beacon Pointe any higher.

I have worked with Melisa Dobraca Iacono, CDFA, and her team at Beacon Pointe Advisors, and I can’t recommend them enough. Melisa listens, she explains, and genuinely cares about doing the best for me. In addition, she responds within a day to any questions and follows up when necessary. I am very pleased with my association with Melisa both on a personal level and a financial level.