Beacon Pointe Advisors
Hours:
134 Rumford Ave #203, Auburndale MA 02466 Hours
About Beacon Pointe Advisors
We are an independent, financial planning and wealth management firm. Acting as a fiduciary. we have no hidden agendas or products to sell. Helping you have a clear and shared understanding of your goals is key to a secure financial life As Certified Financial Planner practitioners we can guide you through all of your options and show you the most efficient way to pay for college, retire, navigate a divorce, sell your business, or have a successful financial live after the loss of a spouse.
Most Recent Reviews
March 2026
Rick has been a wonderful resource over the years providing a wealth of knowledge and insight.
May 2021
Rick has been a wonderful resource and sounding board when I have questions pertaining to the financial aspects of my client's lives.
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