Beacon Wealth Advisors, LLC

Brookline, Estados Unidos

5

6 opiniones

Contacto

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Teléfono:
+1 617-731-1099
Sitio web:
www.beaconwealthllc.com
Dirección:
1330 Beacon St Ste 355A, Brookline, MA, 02446
Coolidge Corner
Paradas y estaciones de transporte público cercanas:
60 mCoolidge Corner
70 mCoolidge Corner - Outbound
80 mCoolidge Corner - Inbound
Categorías:
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Hoy

Hoy –
Horario local (Brookline) 18:05 domingo, 22 de junio de 2025

Horario de apertura

lunes 08:00 – 19:00
martes 08:00 – 19:00
miércoles 08:00 – 19:00
jueves 08:00 – 19:00
viernes 08:00 – 19:00
sábado –
domingo –

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6 opiniones sobre Beacon Wealth Advisors, LLC

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Tu valoración: 5
Boston, MA
Jonathan was so helpful. I highly recommend him as he is friendly, and honest. He really goes out of his way to make sure you have a plan and feel confident about it.
Tu valoración: 5
Marlborough, MA
Jonathan and team are extremely knowledgeable and helpful. My wife and I were saving to purchase our first home and contacted Beacon Wealth for some financial planning advice. Jonathan took the time to listen and understand our situation thoroughly before offering any advice. He put together a package that worked perfectly for our situation and took the time to explain all of our options. We look forward to continuing to work with Jonathan!
Tu valoración: 5
Plano, TX
Financial consulting is complicated. I mean who wants to learn about investments and who has the time to learn? Jon is very good at what he does. He will take the time to explain things to you. He is a friendly honest person that will not mislead you. I have known him for several years now and trust him 100%. He has a great demeanor about him and is always smiling even if its raining. He is optimistic and enjoys working with various types of people. His knowledge of his products is vast and I look forward to working with him in the future.
Tu valoración: 5
Plano, TX
Jonathan is an excellent advisor. I am not as familiar with the financial industry as I would like to be and Jonathan was able to not only put me at ease but also explain the different account options I had on a level that I could understand. When we first sat down I was struck by his honesty. It was refreshing and comforting to see someone speak freely of just your needs rather than trying to go at an angle that would work best for them. He is both extremely professional and easy going. I completely trust and value his opinions. I would highly recommend anyone seeking financial guidance meet with Jonathan. He makes you feel like your account is as important as if it were his own.
Tu valoración: 5
Brookline, MA
Jonathan is a great resource, very knowledgeable and dependable. I have a a background in the financial industry, and when my mother retired and wanted someone to look after her investments, I recommended him. He is easy to work with and puts his clients first. It is quite literally, his name on the company’s letterhead, and so makes sure his clients succeed at their goals.
Tu valoración: 5
North Reading, MA
I have been working with Jonathan Stearns for a few months now, and it has truly been a pleasure. In a world where people are usually out for their own interests, Jonathan makes it very apparent that he genuinely cares about you and your future. In a relaxed atmosphere, Jonathan will give you his well researched, professional opinion on any aspect of your financial situation. He has the ability to keep things simple if you are new to the financial world, or he is willing to get technical if you desire a more thorough analysis. Either way, he never rushes you and makes sure you are comfortable with any decisions before moving forward. I highly recommend trusting Jonathan with your financial needs; I sleep very well at night.