Beacon Financial Advisors 800 Westchester Ave Category: Financial Planning Consultants
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Company representatives
Phone: (914) 872-4040
Email: moc.vdanifnocaeb@ofni
About Beacon Financial Advisors
Retirement and Estate Planning
Beacon Financial Advisors, Inc., is intensely focused on providing preeminent financial advice and superior service to a limited number of clients. Many client relationships are multigenerational. For these clients, the greatest benefit to working with us comes from the intimate knowledge we possess of their estate and financial goals and structure. Often, in collaboration with attorneys and other advisors, we've quarterbacked the initiative that created the financial structure.
In general, we provide advice on a fee-only basis.
Products and Services
- Retirement Planning
Business categories
- Estate Planning
Location Type
Headquarters
Revenue
$725,000 - $750,000
Employees
2 to 4
Years In Business
24
Rating
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