Beacon Pointe Advisors
2488 Montauk Highway, Bridgehampton, NY 11932
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services.
At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.
Our team of experienced advisors, including Partner and Managing Director Andrew Stern, Senior Wealth Advisor William, and Wealth Advisor Theodore Dickson, along with Associate Wealth Advisor Michael and Client Service Associate Jack Bistrian, are here to provide personalized solutions tailored to meet your unique financial goals. With backgrounds spanning from corporate finance to real estate, our team is equipped with diverse expertise to guide you through every step of your financial journey.
We invite you to connect with us virtually or visit our Bridgehampton office to explore how we can assist you with your investment portfolio and financial planning needs. Whether you're an individual, family, business owner, or institution, Beacon Pointe Advisors is committed to helping you achieve financial success and security.
For more information about our services, team, and insights, please explore our website or contact us directly. We look forward to partnering with you in achieving your financial aspirations.
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