“David and the Beauport Team have been managing our portfolio for years and knowing that they are the ones taking care of our assets gives us peace of mind. They are professional, trustworthy, and patient. When we have questions, they always give us well explained answers and ensure we are taking the right steps forward to prepare for retirement.”
Mark Glover / Owner Glovers Floor Coverings
“The team at Beauport has been a trusted advisory group for me and my family for three decades. Beauport Financial has been with me through the various phases of planning for both my family and my work. Whether it be college planning for the kids, our insurance and risk protection programs or targeted retirement planning – they’ve helped us create, maintain, and realize these important goals. I recommend them highly.”
Joseph M. Calomo, PharmD, M.B.A. SHRM-SCP / Chief Operating Officer / Roshal Health, LLC
“Not only has Beauport helped us with our investment management, retirement planning, estate planning and insurance needs, but they have helped us create the legacy we want to leave behind someday. Beauport is committed to their clients, their community and philanthropic organizations. With their help, we have been given the necessary tools to incorporate philanthropy into our financial plan. It benefits not only the organizations we are giving to, but us too. That is what sets them apart from other advisors and firms.”
Glen MacLeod
“One of the most valuable components of my relationship with BFS is the availability of advice when I need it. Whether it is my requested periodic review or a quick question regarding a policy or an issue that needs attention, there is a person to provide the necessary information and help.
There is no curt remark to look it up online or to review the latest mailing. Instead, a person who knows me, knows my history and my resources provides the answer. I have counseled my daughter that it is essential that she maintains this relationship with BFS as she will relish the security of knowing that BFS will continue to monitor, advise and be there for our family.”
Michele Holovak Harrison
“Something that sets Beauport apart from other firms is the expertise/knowledge they bring of the industry and the confidence they relay in conversation about our investments and financial future. We never question their command of the landscape and appreciate them proactively sharing their views of the market and the economy, especially when things get rocky. As a former CEO, I appreciate Beauport’s deep experience and access to the best industry minds. They feel like a great combination of ‘the local expert’ but with a ‘global’ mindset.”
Beth Francis, Former Executive Director of ECCF
No payments were made to the above listing of clients who offered their opinions/testimonials on our services. These client experiences may not be representative of all clients.