Beacon Financial Group

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

173 S Chillicothe Rd, Aurora, Ohio, 4420...

Phone Number

(216) 591-2357

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Beacon Financial Group

Beacon Financial Group specializes in providing tailored financial planning services to business owners, executives, and high net worth individuals. Their experienced team offers expertise in estate planning, investment management, and retirement plan services, focusing on minimizing taxes and maximizing wealth. With a combined 175 years of experience, they design customized financial plans to help clients navigate complex tax issues and achieve their financial goals. Beacon is dedicated to supporting small businesses and helping clients prepare for significant life investments.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Beacon Financial Group Org Chart

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Director, Retirement Planning

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Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Beacon Financial Group

<$5M
1-10
Private
-
-
HP
Heather PollackDirector, Retirement Planning
<$5M
11-50
Private
-
-
DC
Dj ConnickDirector, Investment Operations
Illustration of an envelope

Beacon Financial Group Tech Stack

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Frequently Asked Questions Regarding Beacon Financial Group

What is Beacon Financial Group's official website?
Beacon Financial Group's official website is www.beaconfinancialgroup.com
What is Beacon Financial Group's Revenue?
Beacon Financial Group's revenue is <$5 Million
What is Beacon Financial Group's SIC code?
Beacon Financial Group's SIC: 62,628
What is Beacon Financial Group's NAICS code?
Beacon Financial Group's NAICS: 52,523
How many employees does Beacon Financial Group have?
Beacon Financial Group has 1-10 employees
What industry does Beacon Financial Group belong to?
Beacon Financial Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Beacon Financial Group competition?
Beacon Financial Group top competitors include: Sitequest Technologies
What technology does Beacon Financial Group use?
Some of the popular technologies that Beacon Financial Group uses are: Cloudflare Website Optimization, Enom DNS Hosting, AppRiver, Datadog
How do I contact Beacon Financial Group?
Beacon Financial Group contact info: Phone number: (216) 591-2357 Website: www.beaconfinancialgroup.com
What does Beacon Financial Group do?

Beacon Financial Group specializes in providing tailored financial planning services to business owners, executives, and high net worth individuals. Their experienced team offers expertise in estate planning, investment management, and retirement plan services, focusing on minimizing taxes and maximizing wealth. With a combined 175 years of experie... nce, they design customized financial plans to help clients navigate complex tax issues and achieve their financial goals. Beacon is dedicated to supporting small businesses and helping clients prepare for significant life investments.Read More

Is Beacon Financial Group a public company?
Beacon Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Beacon Financial Group

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