Membership DetailsMember Type: Under 50 employees
Membership Expires On: 03-23-2022
Financial Planning, Investments, and Insurance for Individuals, Families, and Businesses
Our focus is, and always will be, our clients and helping them plan to live the life they want.
ABOUT OUR FIRM:
We are pleased to announce the formation of Beacon Wealth Partners, LLC, a financial services firm associated with the Equitable Advisors Broker/Dealer.
As a platinum group within Equitable Advisors focusing on wealth management services, our mission will be continuing to bring a high level of value to our clients. We are expanding our services and areas of focus by creating this partnership within Equitable Advisors to better serve our clients through sound, objective strategies. Our firm's growth has been predominantly internal, built from the referrals of our clients and professional associates. At Beacon Wealth Partners, our client-centered approach will always remain as our number one focus. To meet the needs of our client base, we have teamed up with high quality, committed professionals who hold these same values for training, development, and growth.
Our combined group of professionals will enable us to provide greater focus in the following areas:
Retirement Planning – Accumulation and Distribution
Insurance Planning – Life, Disability Income, Long-Term Care
Wealth Management Strategies - managing nearly $1 Billion for our clients
Estate Planning Strategies
Strategies for Business Owners including Group Benefits
We are grateful for the opportunity to assist you in addressing your financial goals and your loyalty and friendship. We are confident that our new partnership will allow us to continue serving you at the highest level.
Coupons and Classifieds
No ads or coupons listed at this time...