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December 2023 by David Bishop
I have known Jim Cooper since he was a 20 something who taught school with me. I always knew him to be smart, optimistic, and ethical. He was a natural choice for me as a financial advisor. Over the years he has shepherded my financial portfolio and counseled my financial anxieties to the point where I have seen growth to the point where I now feel I have a comfortable retirement.The transition to Beacon Pointe by this firm looks like a great move. I recently took advantage of Beacon Pointe’s relationship with Chapter Medicare advisors. They provided the same outstanding service I have always gotten from Jim and have come to know from Beacon Pointe.
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November 2023 by Shauna Brummet
My parents and my husband and I have been with Jim Cooper/Beacon Pointe for nearly 30 years. We’ve worked with Jim since we were fairly young and he has made all the difference in our financial security. We highly recommend utilizing Beacon Pointe expertise to secure your future, as they have done for us.
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November 2023 by Sherryl
We have been clients of Beacon Point for several years and are very happy with their services and financial advise. Gregg and his staff are always available to answer questions and keep us informed on current market changes.
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November 2023 by David Town
Outstanding money management. I've been with them for years, and they have not steered me wrong yet. They get to know you and tailor their advice to your specific situation.
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October 2023 by Sarah Toedman
Excellent service and professionalism! Entire staff was very helpful. I enjoy working with Jim. He has expert knowledge and has helped me with my finances. I cannot thank him enough!
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October 2023 by Jan Neisler
I have been with Jim Cooper for years as was my mother. His advice and account management has given me the security I needed to know that my retirement was being carefully invested and constantly monitored. Thank you Jim.
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October 2023 by debbie berger
Wonderful firm! Personalized service and a real person not an answering machine. Been with Jim Cooper now for 20 plus yearswould not go anywhere else.
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October 2023 by Matt Arcadi
I have a been a client for years. Highly recommend
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October 2023 by Tom labrie
one of the most comprehensive wealth management teams I have worked with. A very knowledgeable group that have been easy to work with and took the time to understand my individual situation.
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October 2023 by Jett Bond
I have been attending seminars for women here at Beacon Pointe and have really learned a lot. Great compassionate people.
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October 2023 by Jacqueline Martinez
Everyone on this team is so kind and cares deeply about their clients. Highly recommend!
