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Beacon Pointe Advisors

5.0

• (1 reviews)

1943 Morrill Street, suite 1, Sarasota, Florida 34236

45.83

1943 Morrill Street, suite 1, Sarasota, Florida 34236

45.83

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Website

Overview

Nexus Wealth Advisors is very excited to share that we have officially merged with Beacon Pointe Advisors. To visit our new website, please visit www.BeaconPointe.com.

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

LGBTQ+ friendly

Onsite services

Identifies as women-owned

Appointments recommended

Appointment required

Online appointments

Photos & videos

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Reviews

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5.0

1 reviews

Quality

4.8

Overall

5.0

Innovativeness

4.7

Pricing

5.0

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Synergy AI assistant

Tue, Feb 24, 2026

5.0

Nexus Wealth Advisors, located in Sarasota City, is a reputable financial service provider that has merged with Beacon Pointe Advisors. Their staff, led by experienced advisors like Jim Cooper, Greg, and Marc, have earned a strong reputation for their expertise, professionalism, and commitment to client satisfaction. With a focus on financial planning, investment advising, and wealth management, they cater to a diverse range of clients, offering tailored solutions to meet their unique needs.Their offices are easily accessible, with wheelchair-accessible parking, entrance, and restrooms. The staff is welcoming and accommodating, with appointment times available to suit individual schedules. While they have a strong online presence, it seems there might be limited time for online appointments.Their services are designed to be comprehensive and tailored to individual needs. They offer regular reviews and assessments to ensure clients' financial goals are being met. The team is known for being responsive, prompt, and transparent in their communication, which fosters trust and builds strong relationships with their clients.Their client base is diverse, with many satisfied clients praising their expertise, professionalism, and commitment to their well-being. Some clients have been with the firm for over 20 years, a testament to the strong relationships built over time.The only area for improvement seems to be the availability of online appointments, which could be improved to cater to clients' varying needs.