Beacon Associates Financial
We are a family-owned, independent financial and insurance advisory firm based in Maumee, Ohio. Led by founder Steven Wise (MBA, CF2®) and co‑founder Rhonda Wise, our firm serves as a highly personalized “chief financial officer” for our clients—offering tailored wealth management, retirement planning, Medicare and insurance advice, and broader financial planning services. We focus on client control, ethical independence (A+ rating), and ongoing education through our seminars and one-on-one sessions to help our clients feel confident and secure about their financial futures.
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Verified contacts
8
available on Kipplo
LinkedIn employees
13
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- DB
Daniel Boyle
Customer Service Representative · Customer/Client Service
EmailPhone - QS
Quinten S. Wise
Investment Advisor Representative · Finance & Accounting
EmailPhone - SK
Susanna Kidder
Front Desk Coordinator · Operations
EmailPhone - SW
Steven Wise
Beacon Associates (Maumee, Ohio) · Other
EmailPhone - AF
Amy Fortner
Licensed Benefit Consultant · Finance & Accounting
EmailPhone - DT
Daniel Trombley
Medicare Strategist L Benefits Advisor · Other
EmailPhone - JG
Jim Greer
Beacon Associates (Maumee, Ohio) · Other
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Beacon Associates Financial
7 distinct titles indexed · top 7 shown.
- 2beacon associates (maumee, ohio)
- 1customer service representative
- 1front desk coordinator
- 1investment advisor representative
- 1licensed benefit consultant
- 1medicare strategist l benefits advisor
- 1principal
Sign up to unlock all 8 contacts at Beacon Associates Financial
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