Beacon Financial Group
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
408 E Strawbridge Ave, Melbourne, Florid...Phone Number
(321) 728-2828Website
www.beaconfinancialgroup.netRevenue
<$5 MillionIndustry
About Beacon Financial Group
Beacon Financial Group is an independent financial services firm headquartered in Warren, New Jersey. Founded in July 1996, the company provides comprehensive financial planning, wealth management, and insurance solutions to individuals, families, and small businesses. Its services include retirement planning, tax planning, education planning, multi-generational estate planning, and investment advice utilizing stocks, bonds, mutual funds, and ETFs. The firm also offers insurance consulting for life, disability, long-term care, and health insurance, including Medicare consulting and group coverage for employees. Operating as fiduciaries, the company delivers its services through a team of CFP, retirement, insurance, and investment professionals.Explore more
Beacon Financial Group Org Chart
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Beacon Financial Group is an independent financial services firm headquartered in Warren, New Jersey. Founded in July 1996, the company provides comprehensive financial planning, wealth management, and insurance solutions to individuals, families, and small businesses. Its services include retirement planning, tax planning, education planning, mult... Read More
