Beacon Wealth

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 Insurance
Monetary 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 Contact
Neel Shah, Esq. Cfp® Cepa® Integrated Wealth Management
View
Anthony M Calabrese I Help Clients Get Their Financial
Email
Luis Dacosta, Cfp® Certified Financial Planner™
View
John Kostic, Cfp® Helping Business Owners Protect, Exit
Email Phone

Employees by Management Level

Individual contributor 4 profiles
Associate / junior 1 profile

Compare Similar Companies to Beacon Wealth