Beacon Wealth
Financial Services
United States
14 employees
- Employees
- 14
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Beacon Wealth Overview
- Headquarters
- United States
- Website
- bwmglp.com
- Industry
- Financial Services
- Employees
- 14
- Founded
- 2005
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Beacon Wealth
Beacon Wealth was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation, send us an email or give us a call at (973) 335-0100. * " Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC. www.finra.org/www.sipc.org. Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list in which states I am/we are registered to do business, please visit www.bwmglp.com. "
Beacon Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Beacon Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Neel Shah, Esq. Cfp® Cepa® | Integrated Wealth Management |
View
|
|
| Anthony M Calabrese | I Help Clients Get Their Financial | Union, New Jersey, United States |
Email
|
| Luis Dacosta, Cfp® | Certified Financial Planner™ |
View
|
|
| John Kostic, Cfp® | Helping Business Owners Protect, Exit | Newport Beach, California, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
4 profiles
Associate / junior
1 profile
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