Beacon Wealth Advisors, LLC

Brookline, Vereinigte Staaten

5

Jetzt geschlossen

6 Bewertungen

Kontakte

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Telefon:
+1 617-731-1099
Webseite:
www.beaconwealthllc.com
Adresse:
1330 Beacon St Ste 355A, Brookline, MA, 02446
Coolidge Corner
Umliegende Haltestellen öffentlicher Verkehrsmittel
60 mCoolidge Corner
70 mCoolidge Corner - Outbound
80 mCoolidge Corner - Inbound
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Karte

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Heute

Heute 08:00 – 19:00
Jetzt geschlossen
Ortszeit (Brookline) 05:45 Montag, 23. Juni 2025

Geschäftszeiten

Montag 08:00 – 19:00
Dienstag 08:00 – 19:00
Mittwoch 08:00 – 19:00
Donnerstag 08:00 – 19:00
Freitag 08:00 – 19:00
Samstag –
Sonntag –

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6 Bewertungen zu Beacon Wealth Advisors, LLC

Keine Registrierung erforderlich
Rating des Ortes: 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.
Rating des Ortes: 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!
Rating des Ortes: 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.
Rating des Ortes: 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.
Rating des Ortes: 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.
Rating des Ortes: 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.