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Review Keywords Analysis

CA / BC / Victoria
Beacon Hill Wealth Management photo
Beacon Hill Wealth Management photo
Beacon Hill Wealth Management photo
Beacon Hill Wealth Management photo

Beacon Hill Wealth Management

Address: 1133 Fort St, Victoria, BC V8V 3K9, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Consultation Initial Consultation $0 - $50 Call to Book
Follow-Up Consultation $50 - $100 Call to Book
Specialized Financial Consultation $100 - $200 Call to Book
Cross-Border Financial Planning Investment Planning $100 - $300 Call to Book
Tax Strategy and Compliance $150 - $350 Call to Book
Retirement Planning $200 - $400 Call to Book
Wealth Management Asset Management $200 - $500 Call to Book
Retirement Account Management $150 - $400 Call to Book
Investment Portfolio Review $100 - $300 Call to Book

What people love

From reviews
Helpful advice Knowledgeable staff Cross-border expertise Initial consultation Potential pitfalls Approachable demeanor Detailed information Financial planning Actionable items Unique financial situations

About this business

Cross-Border Integrated Solutions Whether you have assets across the border or a completely international finance setup, we can help. Our integrated solutions simplify investments, minimize risk, and eliminate cross-border issues. Global Wealth Advisors Beacon Hill Wealth Management has a global team of wealth advisors. Your financial situation is always our top priority and hence provide solutions that simplify.

Reviews Summary

Chris Stooksbury at Beacon Hill Wealth Management has received overwhelmingly positive feedback in terms of his practical, expert, and helpful financial advice for those planning cross-border moves. Many interviewed reported that he expounded various potential financial outfalls and options of which they were unaware. Even though the consultations hadn’t materialized, his potential clients heaped praise on him and indicated that his consultations had helped them understand their financial landscape better. Chris was lauded for his friendliness, openness and kind behavior during consultation calls. His mastery of PFICs and other American-Canadian connection finance issues was excellent and those interviewed providing that he was a fount of wisdom when coming to such information. He thrives in educating his clients about the potentials of their situations and acts as their fiduciary with low rates for management. Many clients strongly recommend him and recounted numerous consultation situations in which his advice would save them money and stress in the future. His consultations advice is a bonus as he points them in the direction of related professionals who can be of help. His customer service is top notch, and multiple interviews emphasized his time and generosity with them beyond the consultation. Many clients intend to hire his services and partner with him throughout the process of their move. Many clients strongly recommend his wealth management and consultation services and deemed them to be helpful and invaluable.

Frequently asked questions

7 questions
What do Beacon Hill Wealth Management clients say about the work?
Clients frequently praise Chris for his extensive knowledge and helpfulness regarding cross-border financial planning. Many highlight his ability to simplify complex issues, provide valuable advice, and his approachable demeanor, which instills confidence in their financial decisions.
Does Beacon Hill Wealth Management offer free consultations?
Yes, they provide a complimentary initial consultation, allowing potential clients to discuss their financial needs and receive valuable advice without any obligation.
What services does Beacon Hill Wealth Management offer for cross-border financial planning?
They offer a range of services including Initial Consultation, Follow-Up Consultation, Specialized Financial Consultation, Investment Planning, Tax Strategy and Compliance, Retirement Planning, Asset Management, Retirement Account Management, and Investment Portfolio Review.
What are the hours of operation for Beacon Hill Wealth Management?
Their hours are as follows: Monday: 8:00 AM-4:00 PM, Tuesday: 8:00 AM-4:00 PM, Wednesday: 8:00 AM-4:00 PM, Thursday: 8:00 AM-4:00 PM, Friday: 8:00 AM-4:00 PM, Saturday: Closed, Sunday: Closed.
Can I get specialized financial consultation at Beacon Hill Wealth Management?
Yes, they offer Specialized Financial Consultation as part of their services, aimed at addressing unique financial situations and providing tailored advice.
How does Beacon Hill Wealth Management assist with retirement planning?
They provide comprehensive retirement planning services, including strategies for managing retirement accounts and ensuring compliance with tax regulations, particularly for clients with cross-border assets.
Where is Beacon Hill Wealth Management located?
1133 Fort St, Victoria, BC V8V 3K9, Canada

Location & directions

Victoria, British Columbia
Beacon Hill Wealth Management
Financial Consultant
Address
1133 Fort St, Victoria, BC V8V 3K9, Canada
Hours
Open 8:00 AM - 4:00 PM
Beacon Hill Wealth Management Reviews · 5.0 average
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