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December 2021 by Joseph Engro
Lifetime customer! Dedicated team who are results driven. Unparalleled customer service, value and experience. Have had and always will have my 100% confidence and trust on all financial planning decisions.
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December 2021 by Jared Williams
Always a pleasure working with Mr. Engro and his team!
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December 2021 by Matt Kanda
I’ve had a great experience with Beacon over the past several years and would highly recommend their services. Unlike other financial advisors I’ve had in the past who always pushed certain products, these folks really focused on what was best for me. The team is very smart and knowledgeable - their performance speaks for itself. During this past COVID-induced market decline, they calmly told me to keep my investments in place (good thing I did!).
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December 2021 by Mike Jump
Steve Engro and the team at Beacon have been helping our family with investment advise & financial planning assistance for over 20 years. I value their advise and our results have exceeded expectations. The entire staff is very professional, responsive and accessible.
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December 2021 by Jared Lockwood
Members of the Beacon Financial team have lead me to double digit gains in my portfolio year after year while providing information and advice to hedge against downturns. Knowledgeable, caring, and responsive. Highly recommended.
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December 2021 by Beverly Rivers
My husband and I have been doing business with Beacon Financial for many years. If you are looking for a money manager we highly recommend Beacon. Very satisfied with outcome and their professionalism.
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December 2021 by Anthony Chirikos
Gus Payne has been assisting me with retirement advise and planning for years. I wish I had invested more money with Beacon over time. I could not recommend them more highly. Thank you, Gus!
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December 2021 by Steve Shore
I have worked with the team at Beacon Financial for over a decade. They are smart, caring and most of all they ALWAYS put their clients first. If you need financial advice/help, then you’ve come to the right place!
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December 2021 by Dan Engro
I have been using Beacon for as long as I can remember. I have shopped around many places but never found the quality in service offered anywhere. Please keep up the great work!
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December 2021 by Daniel Laidley
Beacon has been a great Advisor for us ! They look at every aspect of our planning and help us make great decisions
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December 2021 by Shelli Rainey
Nothing but wonderful things to say about Beacon Financial. Mr. Engro and his staff are very trustworthy, accommodating and beyond knowledgeable. Highly recommend!
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December 2020 by Sharla Hibberd
A knowledgeable team of professionals I can rely on for guidance and fiduciary responsibility.
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December 2020 by Darren Smith
I get nervous and lose track of what I’m doing and overthink things in volatile markets, so an acquaintance of mine referred me to Beacon after I was reading how financial advisors help protect people from themselves with their investing. He told Gus specifically, “He is panicking in this market and has made some bad decisions. He needs someone else to talk him off the cliff and take the pressure off. He does not have the constitution for the roller-coaster ride.” Before signing up with them, I specifically asked, “I'm just looking for someone to sit in between me and my emotions on my brokerage account and for re-balancing assistance a few times a year. Is that possible that I could use you & your team for that kind of help?” They responded, “Absolutely, we have the flexibility to do all of that.” None of that happened after being taken onboard. They never even helped me put together a plan that I asked for.I questioned them early on about my worries about reading that we’re in another “tech bubble”, and Gus Payne responded, “The tech bubble of the late 90’s lasted three years, so impossible to say when, but we do know how this story ends.” Within about a week after signing up, we had a parabolic upmove then about a 10%+ correction in the various indices. Gus ended up assisting me in selling off some of my tech ETFs and best performing growth mutual funds in my IRA in that correction to cash - MACGX, MGGPX, IETC. He never even mentioned early redemption fees for recent fund share purchases. They seemed to know nothing about the investing environment - such as reminding me of the fed, low interest rates, that tech is what’s doing well in a digitized economy that’s been pushed forward, cash is dangerous to hold, etc. Being worried with the lack of pushback or input from Gus, I emailed him a list of statements / questions to recite to me that an advisor should to keep clients on course before making any moves and asked him, “Before I panic sell, just remind me to check this list.” Simple as that. I also told Gus, “Your job for me is to make sure I buy the dips and stay invested!”Sadly, I stuck with Gus and Beacon for another 10 weeks. He managed to assist me in fear selling out over 16 positions in my portfolio, costing me thousands and thousands of dollars. Furthermore, there wasn’t even a mention of negative tax consequences when selling out of a taxable account. Gus simply agreed with nearly EVERYTHING I said and worried about, , no matter how wonky it was. He NEVER sent me or went over the list of questions/statements ever. I also learned that they had assisted numerous clients sell out into cash in the COVID-19 crash.In late October 2020 as the markets dipped before the 2020 election, I told him that a couple people I know said that the market would drop like a rock if Biden got elected and that I should have gotten out in September. He simply responded back, “Do you want to liquidate 401k and wait?” What fiduciary would ask this?? Finally after much back and forth about assisting me in liquidating everything, he asked me one of the questions I asked to be asked, “And then when do you get back in?” This of course triggered me to think that I really didn’t have confidence that the market was going down. However, he didn’t send me anything else off of the list that would have helped me buy in. On November 3, I sent Gus an email requesting purchases of 2 securities on the dip, which was never replied to. At this point I realized that Gus and this company are a disaster and I needed to rid myself of them. Their extreme underperforming portfolios relative to benchmarks also exemplified this as well. What’s more, at the end of the relationship with Beacon, and after reviewing my Fidelity account, I saw that they had never setup automatic dividend and capital gains reinvestments!! Please, please stay away from this firm. If you’re currently using them, please, please find someone else ASAP! Also note the non-genuine reviews and reviews from company employees!
