Beckett Financial Group logo — Your Trusted Financial Service Providers

Beckett Financial Group

Your Trusted Financial Service Providers

Founded 2003 United States West Columbia, United States 5 employees Financial Services, Insurance +2

General Information

Company Name Beckett Financial Group
Founded Year 2003
Location United States West Columbia, United States
Employees 5
Industries Financial Services, Insurance, Life insurance +1
Social

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About Beckett Financial Group

Beckett Financial Group is a renowned Financial Services startup that excels in providing diverse financial services and income planning solutions. Established in 2003, the company has solidified its position as a trusted partner in retirement planning, individual and group life insurance, long term care insurance, group disability coverage, and college savings plans. They are affiliated with over 40 different financial companies and carriers, allowing them the freedom to tailor individual plans to each client’s specific needs & objectives. Operating under the slogan "Your Trusted Financial Service Providers," Beckett Financial Group is committed to being by their clients' sides during life's major transitions. Their investment advisory services, offered through Brookstone Wealth Advisors, LLC (BWA), are focused on delivering personalized financial strategies. The company's independent stance creates flexibility in catering to personalized financial needs. As a part of their commitment to transparency, it's important to note that the insurance products and services are offered and sold through individually licensed and appointed agents and are not offered through BWA. Moreover, the content of their website serves informational purposes and does not act as a solicitation or recommendation of any investment strategy. It's important to take into account that investments and/or investment strategies involve risk, including the potential loss of principal. The startup predominantly operates in the United States and offers fixed insurance products that cater to individuals seeking safe and secure products with guaranteed income streams. It's worth mentioning that index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. It's essential to highlight that the guarantees are backed by the financial strength and claims paying ability of the issuer. In conclusion, Beckett Financial Group has positioned itself as a leading entity in the realm of financial services through its personalized and diversified offerings, accompanied by an expansive network of affiliated financial companies and carriers.

Taxonomy: retirement planning, life insurance, long term care insurance, disability coverage, college savings plans, investment advisory services, insurance products, guaranteed income streams, annuities, retirement income planning, medicare, long-term care, investment strategies

No funding data available for Beckett Financial Group yet.

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FAQ About Beckett Financial Group

Your Trusted Financial Service Providers
Beckett Financial Group was founded in 2003.
Beckett Financial Group is headquartered in West Columbia, United States.
Beckett Financial Group operates in Financial Services, Insurance, Life insurance and Human Resources. Its work centres on retirement planning, life insurance, long term care insurance and disability coverage.
Beckett Financial Group has approximately 5 employees.
Top alternatives and competitors to Beckett Financial Group include OneIndiana Financial Group, a General Agency with the companies of OneAmerica, Blue Cove Capital, Westchester Benefit Group, Inc., Daybreak Financial Partners, Hyers and Associates, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Beckett Financial Group and OneIndiana Financial Group, a General Agency with the companies of OneAmerica 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.

Source: BounceWatch company record for Beckett Financial Group, https://bouncewatch.com/company/beckett-financial-group, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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