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Beacon Financial Partners logo — A financial firm in Cleveland dedicated to helping you build...

Beacon Financial Partners

A financial firm in Cleveland dedicated to helping you build, protect and preserve your wealth.

Founded 2006 United States Beachwood, United States 21 employees Finance, Financial Services

General Information

Company Name Beacon Financial Partners
Founded Year 2006
Location United States Beachwood, United States +1
Employees 21
Industries Finance, Financial Services
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About Beacon Financial Partners

Beacon Financial Partners is a comprehensive planning and wealth management firm based in Cleveland, United States. Established in 2006, their dedication to helping clients build, protect, and preserve wealth is reflected in their slogan, "A financial firm in Cleveland dedicated to helping you build, protect and preserve your wealth." The firm prides itself on offering independent, objective advice, emphasizing that financial advice is a process, not a product. Beacon Financial Partners places a strong emphasis on understanding each client's unique life goals and visions for the future. They aim to recommend and implement tailored strategies to achieve these objectives, addressing financial concerns such as retirement needs, market risk, insurance, education funding, investment strategies, charitable giving, estate planning, and corporate benefit programs for business owners. The firm offers advisory services through Beacon Financial Advisory, LLC and Capital Analysts, while securities are provided through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. While the last investment and associated investors are not specified, the firm's commitment to personalized wealth management and strategic financial planning aligns with the evolving needs of clients in the finance and financial services industries. The holistic approach and client-centric focus of Beacon Financial Partners position them as a notable player in the wealth management space, catering to individuals and businesses seeking comprehensive financial guidance and support.

Taxonomy: Comprehensive financial planning, Wealth management, Retirement planning, Investment strategies, Estate planning, Risk management, Insurances, Business succession planning, Education funding, Charitable giving, Corporate benefit programs, Market analysis, Independent financial advice, Alternative investments

Services & Products

financial planning
investment advice
retirement income strategies
insurance review
employer retirement plan management

Target Customers

Individuals and organizations seeking comprehensive and personalized financial planning investment advice and wealth management services.

No funding data available for Beacon Financial Partners yet.

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Beacon Financial Partners Alternatives & Competitors

Beacon Financial Partners vs
The Wealth Guardians
The Wealth Guardians United States

Retire the job and KEEP the paycheck!

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Beacon Financial Partners vs
Herbert Financial Group
Herbert Financial Group United States

We have been providing holistic wealth management since 1985.

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Beacon Financial Partners vs
Montoya Financial Strategies
Montoya Financial Strategies United States

Montoya Financial Strategies (formally known as Montoya and Associates) is a partner firm of Baldwin...

11 employees
Financial Services, Insurance

FAQ About Beacon Financial Partners

A financial firm in Cleveland dedicated to helping you build, protect and preserve your wealth.
Beacon Financial Partners was founded in 2006.
Beacon Financial Partners is headquartered in Beachwood, United States.
Beacon Financial Partners operates in the following industries: Finance, Financial Services.
Beacon Financial Partners has approximately 21 employees.
Beacon Financial Partners offers: financial planning, investment advice, retirement income strategies, insurance review, employer retirement plan management.
Top alternatives and competitors to Beacon Financial Partners include The Wealth Guardians, Herbert Financial Group, Montoya Financial Strategies, Gary Scheer, LLC, Legacy Financial Group LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Beacon Financial Partners and The Wealth Guardians are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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