Beacon Wealth Advisors

7 reviews

+1 (617) 731-1099

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We are Beacon Wealth Advisors, LLC | Brookline Massachusetts | 617-731-1099| www.beaconwlth.com

1330 Beacon St Ste 355A

Brookline, MA 02446

+1 (617) 731-1099

http://www.beaconwealthllc.com

Beacon Wealth Advisors, located on Beacon Street in Brookline, MA, is a stock brokerage company known as Grumman Hill Advisors. They specialize in providing financial advice, stocks, and bonds services to their clients.

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Reviews

4.57 reviews

Rebecca N.

1/26/2012

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...

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Suzy Q.

5/27/2019

Poor customer service. They cared more about my husbands views and requests overall. Maybe it is the particular team we were dealing with, but it is a joint account and not treated as such - the...

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Brandon F.

1/30/2012

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....

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Marie J.

5/11/2016

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.

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Nicole C.

11/15/2010

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...

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Ameriprise Financial Advisors

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Boston, MA area, Brian Gerhardson will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.