Beacon Financial Group is an industry leading financial planning firm with more than 20 years of experience. Whether you just started your first job, own a successful business, or are approaching retirement, the process to maximize your wealth is still the same: 1. IDENTIFY YOUR GOALS 2. PUT THE PLAN TOGETHER 3. TAKE ACTION 4. MANAGE AND MAINTAIN Your situation changes as you age, and when you have our team on your team, we guide you through those transitions to make sure your plan is always aligned with your goals. Having Beacon Financial Group on your journey, you can feel confident knowing your finances are being managed by professionals. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and Advisory services offered through LPL Financial,a registered investment advisor. Member FINRA/SIPC. http://www.beaconfinancialgroup.net/privacy-policy
View Top Employees from Beacon Financial GroupWebsite | http://www.beaconfinancialgroup.net |
Revenue | $5.2 million |
Employees | 32 (32 on RocketReach) |
Founded | 1996 |
Address | 101 Town Center Drive Suite 111, Warren, New Jersey 07059, US |
Phone | (321) 728-2828 |
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Industry | Financial Services, Finance General, FInancial Planning, Finance, Employee Benefits, Life Insurance, Long term Care Insurance, Disability Insurance, Health Insurance, Retirement Planning, Tax Planning, College Savings |
Web Rank | 21 Million |
Keywords | Beacon Financial Group |
Competitors | Blueprint Wealth, Johnsons MME, Mayflower Advisors, Palisades Hudson Financial Group LLC, TCU Financial Group |
SIC | SIC Code 87 Companies, SIC Code 874 Companies, SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 541611 Companies, NAICS Code 54161 Companies, NAICS Code 5416 Companies |
Looking for a particular Beacon Financial Group employee's phone or email?
The Beacon Financial Group annual revenue was $5.2 million in 2024.
Lesley Wood is the Head of Finance of Beacon Financial Group.
32 people are employed at Beacon Financial Group.
Beacon Financial Group is based in Warren, New Jersey.
The NAICS codes for Beacon Financial Group are [54, 541, 541611, 54161, 5416].
The SIC codes for Beacon Financial Group are [87, 874, 621, 62].