Daniel Wallach, Cfp® Email & Phone Number

Greater Boston Area

Beacon Wealth Advisors was founded in 2014 by Daniel Wallach and Jonathan Stearns.Their team of financial professionals provide financial planning, investment management, corporate benefit plans, fee-only consulting, and insurance services to a select group of families and success-driven entrepreneurs throughout the country.Daniel and Jonathan are both LPL Registered Principals and provide OSJ Compliance services to support other LPL Financial Advisors.Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC for hyperlinks to FINRA and SIPC please see the contact section• 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.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Greater Boston Area

888 Worcester Street, Suite 30Wellesley MA 02482(617) 899-9666Dan Wallach may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DC, FL, GA, IL, KS, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT, WA, WI. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA/SIPC see website links above.CA Insurance License #: 0F20336

BLOX Properties, Inc. focuses on real estate acquisition and development in the greater New York City area.

Boston, Ma

CW Realty specializes in real estate acquisition and development in the greater Boston area.