Guide > Audit & Consulting in Arizona > Audit & Consulting in Scottsdale > Beacon Pointe Advisors
Beacon Pointe Advisors
14350 North 87th Street, Scottsdale, AZ 85260
Location & Phone number
14350 N 87th St Suite 185, Scottsdale, AZ 85260, United States
About the Business
investment planning. Cass has over 10 years of experience in the financial services industry, previously working as a financial advisor at Merrill Lynch and Charles Schwab. She earned her BA in Business Administration from the University of Arizona and holds the Chartered Financial Analyst (CFA) designation. Cass is passionate about helping clients achieve their financial goals and enjoys spending time outdoors hiking and traveling with her husband and two children.
Beacon Pointe Advisors in Scottsdale, AZ is dedicated to providing personalized wealth management and financial planning services to help clients achieve their financial goals. With a team of experienced investment advisors and financial planners, Beacon Pointe offers a holistic approach to financial planning, addressing all aspects of clients' financial well-being. From wealth and retirement planning to insurance reviews and charitable giving, Beacon Pointe Advisors in Scottsdale is committed to helping clients navigate the complexities of their finances and achieve financial success. Contact Beacon Pointe Advisors today to schedule a consultation and see how they can help you with your investment portfolio and financial planning needs."
Photos
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
Reviews
"The staff at Beacon Point have been excellent to work with from the time when we first retired 14 years ago until now. They accommodated our needs and provided flexible and reliable support. We recommend their services whether you are just starting an investment plan or want make a change."
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