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I’ve been a client of Reed Finney and later his team for over thirty years. Their enthusiasm remains the same since the day we met. I’ve always felt secure and confident with them.

I have been been working with Reed and his team for a few decades, and the experience has been outstanding from the very beginning. Reed has guided me through both investment management and retirement planning with a level of expertise and care that truly sets him apart. What stands out most is his trustworthiness and consistent, proactive communication. Whether it’s a market update, a strategic adjustment, or simply checking in to ensure our goals remain aligned, Reed and his team are always one step ahead. They’ve made complex decisions feel manageable and have delivered great results over the years. The keyword here is “Trust.” Reed is the kind of advisor who takes the time to understand what matters most to you—not just financially, but personally—and builds a plan around that. I have complete confidence in his advice and deeply value the partnership and friendship we’ve built. I highly recommend Reed and his team to anyone looking for a steady, knowledgeable and most importantly trustworthy team of advisors.

We were referred to Reed Finney and his team of financial advisors many years ago. Beacon Pointe assists with every aspect of financial planning from investing in the right funds based upon your needs and goals to the entire retirement planning process as well as how those decisions impact your taxes. Reed and his team are very professional, efficient and knowledgable. I highly recommend them!

We switched our financial advisors to Reed Finney and Justin Poplawski during the pandemic to get a fresh start, and boy are we ever glad that we did. Reed and Justin made us realize the difference between our previous advisors and working with a team that is proactive with our investments, that updates us quarterly on ways to grow our portfolio (and grow it has), and explains things in ways that non-finance people can understand. They are patient and personable, and very flexible with their hours — which we really appreciate because of our own demanding schedules. It sounds cliche, but they really do listen to what our financial and retirement goals are and we feel very secure in our plan for the future. Thank you Reed, Justin and the Beacon Pointe team!

We have been with Beacon Pointe for over 25 years and have been beyond satisfied with the service, knowledge and expertise that they have provided us over the years. Reed, Justin and the team are the best! Kind, knowledgeable, easy to talk to. Highly recommend!!

I have been working with the Financial Advisors from Beacon Point for over 25 years. The team is thorough, thoughtful and spot on with recommendations. I could not recommend them more highly.

Transferring my investments to Beacon Pointe three years ago proved to be one of the best decisions I’ve ever made. My portfolio is managed by a team of exceptional investment professionals and is now tailored to meet my specific needs. Reed Finney’s team, in particular Justin Poplawski and Andrew Bello are always available to provide assistance. Their knowledge and expertise, coupled with a broad range of services, are first-rate. In addition to delivering excellent investment performance, they also provide, among other things, solid tax and estate planning, guidance on healthcare options, proactive relationship management, and a genuine concern for my needs. Their dedication and personal attention are much appreciated. Should have made this move sooner!

We’ve been working with this team for several years, and I am not only satisfied with the financial results they have achieved for our portfolio but also thankful for the relationship with Justin and his willingness to understand the complex dynamics of my situation. He and his team are extremely responsive, and I feel supported in more ways than just financial. They take a holistic approach that includes estate planning and mental well-being, which provides access to attorneys and life coaches. This team is fantastic!

The team at Beacon Pointe is just the right blend of financial expertise and personal connection. Always a good answer, and genuine concern. Advisors you can count on and trust.

We’ve been working with Reed and his team for over a decade, and the experience has been outstanding from the very beginning. Reed has guided us through both investment management and retirement planning with a level of expertise and care that truly sets him apart. What stands out most is his trustworthiness and consistent, proactive communication. Whether it’s a market update, a strategic adjustment, or simply checking in to ensure our goals remain aligned, Reed and his team are always one step ahead. They’ve made complex decisions feel manageable and have delivered great results over the years. Reed is the kind of advisor who takes the time to understand what matters most to you—not just financially, but personally—and builds a plan around that. We have complete confidence in his advice and deeply value the partnership we’ve built. Highly recommend Reed to anyone looking for a steady, knowledgeable, and genuinely invested advisor.