Beacon Wealth Client Testimonials
“Beacon Wealth Management always makes sure that if I need anything it gets done and I like the personal touch.”
“The Beacon Wealth Team really helped my husband, and I organize everything into one place. We had accounts and documents all over until we began working with John. We also appreciate the continuous help with making sure our Estate plans are up to date, and the continuing education John provides through his monthly Wisdom to Wealth Client Events.”
“Beacon Wealth Management has worked out a retirement plan that has worked out for us up to this point.”
“The retirement plan that was put together for us is working out great. The staff at Beacon Wealth Management is very friendly and knowledgeable.”
“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.”
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.
