Beacon Wealth Client Testimonials
“Beacon Wealth Management has always been very prompt on issue/service resolution and extremely proactive, making sure we are notified when something is going on either with our accounts or socially.”
“John is a trustworthy person, and he has always been upfront with me and I admire that.”
“We really appreciate the ongoing education John provides while at the same time developing a plan that we can understand.”
“The retirement plan that was put together for us is working out great. The staff at Beacon Wealth Management is very friendly and knowledgeable.”
“John and his team are always very friendly. The social events when I can make them are always very useful and/or fun.”
“Beacon Wealth Management has always taken the time to address all of our concerns timely and we know that if we need anything all we have to do is call them”
These testimonials are based upon an individual client experience and may not represent the experience of other clients and should not be considered a guarantee or indication of future performance or success.
Client Bill of rights
As a client, you have the right to:
- Professional, prompt, and courteous service at all times.
- Work with a trustworthy, qualified advisor who truly understands your unique situation.
- Guidance to make smart financial decisions and avoid mistakes.
- Ongoing monitoring and regular strategy sessions to keep you on track.
- Prompt responses to calls and emails.
- Receive accurate, timely account statements.
- Clear explanations of complex financial concepts.
- Be treated with respect, integrity, and honesty.
- Honest advice, even when it’s tough to hear.
- A personal relationship that considers your goals, values, and risk tolerance.
- Trust in an informed, knowledgeable, and up-to-date advisor.
- Your privacy is always carefully protected.
We expect our clients to:
- Provide accurate information about your financial status, goals, and risk tolerance.
- Ask questions about any recommendations we make. Ensure you understand and are comfortable with strategies, investments, risks, costs, and fees.
- Notify us of any changes in your financial situation or significant life events.
- Be honest about accounts or investments with other firms or those you manage personally.
- Read all provided materials and stay informed on important financial matters.
- Let us know if we fail to meet your expectations or if you don’t understand or agree with any actions.
