Beacon Financial Advisors, LLC is a fee-only financial planning firm located in Lee's Summit, Missouri. Serving the Greater Kansas City area, Beacon provides hourly, fee-only financial planning, investment advice, and tax preparation to individuals and families from all income levels. Whether you are building assets for the future – or seeking to protect, enjoy, and pass on those you already have – Beacon Financial Advisors can help you along the way. Your financial objectives may include: * Planning for retirement * Reducing income taxes * Purchasing a home * Saving and investing for the future * Eliminating credit card debt * Establishing a spending plan * Sending your children to college * Understanding your insurance needs To help you reach these important goals, our services may include: * Personalized Comprehensive Financial Planning * Retirement Planning Strategies * Tax Planning and Preparation * College Funding Advice * Financial Checkups * Debt Management * Cash Flow Planning * Life, Disability and Long Term Care Insurance Needs Analysis * Second Opinion on Investments or Current Financial Plan Please contact us to schedule your complimentary, no-obligation introduction meeting
View Top Employees from Beacon Financial Advisors, LLCWebsite | http://www.beacon-advisor.com |
Revenue | $27 million |
Employees | 1 (1 on RocketReach) |
Founded | 2002 |
Address | 800 Westchester Ave, Ste N-641, Rye Brook, New York 10573, US |
Phone | (914) 872-4040 |
Fax | (914) 872-4042 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 621 Companies, SIC Code 6211 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Beacon Financial Advisors, LLC annual revenue was $27 million in 2024.
1 people are employed at Beacon Financial Advisors, LLC.
Beacon Financial Advisors, LLC is based in Rye Brook, New York.
The NAICS codes for Beacon Financial Advisors, LLC are [523, 5239, 52].
The SIC codes for Beacon Financial Advisors, LLC are [621, 6211, 62].