Beacon Pointe Advisors - Scottsdale, Arizona

Sonia Hunt

Grant Lyon, and his entire staff/team at Beacon Pointe, has been nothing less than superior and exactly what I was looking for in a financial advisor. The entire team is well informed on markets and alternative investment strategies, highly educated, thoughtful and easy to communicate with.

After many, many, many months of interviewing advisors, I chose Grant as my advisor at Beacon Pointe. I am very confident in how my portfolio has been structured and is continuously adjusted according to my long-term goals. I finally feel I have time to focus on other projects in my life other than stock markets and trends….buying and selling, etc.
The best part, though, aside from making strides in my portfolio, is our professional yet friendly relationship. Communication is easy and Grant comes to NC several times a year to discuss my current financial positions and everyday life with me. This effort to connect means a lot and I feel secure in my decision to invest with Beacon Pointe. Thank you Grant!!!

Cheryl Cox

Cheryl and I receive outstanding service from Grant Lyon and the entire Beacon Pointe team. Grant is very personable, he does his homework, and he has been accessible whenever we have contacted him. We have high regard for Beacon Pointe and their investment products and advice. We are very pleased that we chose Beacon Pointe as our investment advisors.

Dennis Cox

Matt Kron

I moved over to Grant beginning of this year, and it has been nothing but a blessing for my family. Grant is extremely professional, timely in all responses, and truly cares about myself and my family. This is much more than a business relationship, but someone that I know wants nothing but the best for us. That is in addition to providing stellar results! I refer anyone looking for financial assistance/advice to Grant, and highly recommend you reach out if you're looking for the best.

Brody Delcambre

Grant Lyon and the team at Beacon Pointe have provided me with everything I was looking for. Professional, Comprehensive, Attentive. Not your typical stuffed shirt advisors. They listen to my needs and I'm very pleased with the strategy and outcome. Honest expectation setting. I highly recommend to anyone looking to get serious about their future.

David R

I have worked with Eric Newby/Beacon Pointe for several years and I am very pleased with the investment strategy and the results. Eric/Beacon Pointe also provides excellent comprehensive client care financial services. What separates Eric/Beacon Point is the personal touch and genuine care beyond the business relationship. I highly recommend Eric/Beacon Point to any investor at any stage of life.

Jim Thomas

We’ve had the great fortune to have Coby Cress as our financial planner for almost two years. Not only is he extraordinarily knowledgeable, he’s a genuinely good person, too! He has guided us through many conversations related to both our own personal financial planning, but offered thoughtful advice for our entire extended family. He’s even said “I’m here to help the family” and he means it! We enthusiastically recommend Coby and the team of folks that support us at Beacon Pointe!

Sandra Longcrier

I cannot say enough about the services we've received from Beacon Pointe Advisors. They listen, ask good questions and provide timely, helpful advice. Eric Newby and his team are rock stars. I recommend them to anyone that is ready for the next level of investment advising.

Celia Evesque

It is already hard enough to find a wealth advisor, let alone finding someone you can wholly trust. Trying to retire and set up a working strategy to manage my retirement nest egg, I needed an advisor who had my best interests at heart. I had very little experience with investment planning, and to be honest, I consider myself very lucky to have someone refer me to Mr.Coby Cress of Beacon Pointe Advisors. He listened to what I considered important and what I expected from the relationship we were establishing. He was very patient, very understanding of my financial situation, and extremely knowledgeable about investment strategies and how to achieve my personal goals. Most importantly, Coby took his time educating me on the strategies and the market, and why he was recommending them for me. We set up a plan together on how to best go about reaching my financial goals, grow and/or maintain my net worth, and we are still going strong! It's been a few years now, and I was able to retire recently with the confidence I wanted. I cannot say enough good things about Coby and his team. I consider him not just my financial advisor but my friend.