Beacon Pointe Advisors - Sarasota, Florida

Marisa R.

My family & I have been using Beacon Pointe Advisors for over 20 years. At a young age, I would tag along with my grandmother to her meetings with Marc & Gregory. I distinctly remember their kindness and personalized attention they provided her. They truly listen and take the time to help you reach your goals.
Investments and planning could be intimidating and overwhelming. The Beacon Pointe team has supported & guided us through many of life's obstacles.
I currently work directly with Gregory, he responds positively and promptly to our calls. We meet several times a year as needed and he is always professional and personable. When my grandmother passed he went above and beyond to assist me in getting her financials organized. I cannot thank him enough for guiding me during such a difficult time.
I highly recommend Beacon Pointe Advisors; with their expertise they have helped my family invest, plan our retirement strategy, manage assets and build financial growth.

Nicci P. N.

Beacon Pointe has been our trusted financial advisor for years, and their exceptional services have truly made a difference in our financial journey. Marc and his dedicated team have consistently gone above and beyond to provide us with invaluable advice and guidance. Their expertise and professionalism instill complete confidence, and we are grateful for their unwavering support. We wholeheartedly recommend Beacon Pointe to anyone seeking top-notch financial services and advice.

Mary C.

We came to Beacon Pointe after working with several different investment advisors over the years. In one large firm we had seen advisors come and go, leaving us passed on to a new person. At one we felt we had developed a somewhat trusting relationship, but were disappointed when we were advised to use a new product which of course added to our fee and then not long afterward were notified that our advisor was no longer with the company. These experiences lead to what I like and trust about Beacon Pointe and Gregory Gionfriddo in particular. We can trust that we will be requested to meet periodically and at the meeting will have a thorough review our our investments presented in material that we can take see, understand and take home to review. We can have honest discussions so that our relationship with our expenses and finances are known and understood. If a question or situation arises between meetings, I am always certain to receive a quick and friendly response. Best of all a relationship of trust has been established, and that is the essence of what a financial team should be.

Mary Beth and Doug Cordier

Michael N.

I recently had the pleasure of working with Beacon Pointe Advisors, and I must say that they truly exceeded my expectations. From the moment I reached out to them, their team was incredibly responsive and attentive to my needs.

Not only did they provide me with expert financial advice, but they also took the time to understand my specific goals and tailor their recommendations accordingly. Their depth of knowledge and experience in the industry was evident in every interaction.

I was particularly impressed with the level of personalized attention I received throughout the entire process. The team at BPA made me feel like a valued client, answering all of my questions and ensuring I had a clear understanding of the strategies they proposed.

What truly sets BPA apart is their commitment to transparency and integrity. They were upfront about any potential risks and always provided unbiased advice. I felt confident that they had my best interests at heart, and that level of trust is invaluable.

Overall, my experience with BPA was exceptional. Their professionalism, expertise, and dedication to client satisfaction make them a top choice for anyone seeking financial guidance. I highly recommend their services and will definitely be turning to them for any future financial needs.

David B.

I have known Jim Cooper since he was a 20 something who taught school with me. I always knew him to be smart, optimistic, and ethical. He was a natural choice for me as a financial advisor. Over the years he has shepherded my financial portfolio and counseled my financial anxieties to the point where I have seen growth to the point where I now feel I have a comfortable retirement.
The transition to Beacon Pointe by this firm looks like a great move. I recently took advantage of Beacon Pointe’s relationship with Chapter Medicare advisors. They provided the same outstanding service I have always gotten from Jim and have come to know from Beacon Pointe.

Shauna B.

My parents and my husband and I have been with Jim Cooper/Beacon Pointe for nearly 30 years. We’ve worked with Jim since we were fairly young and he has made all the difference in our financial security. We highly recommend utilizing Beacon Pointe expertise to secure your future, as they have done for us.

Mark T.

We’ve been a client of Jim Cooper for over 20 years. It is nice to not have to worry about our finances

Sherryl

We have been clients of Beacon Point for several years and are very happy with their services and financial advise. Gregg and his staff are always available to answer questions and keep us informed on current market changes.