Beacon Financial Group
Beacon Financial Group is an industry leading financial planning firm with more than 20 years of experience. Whether you just started your first job, own a successful business, or are approaching retirement, the process to maximize your wealth is still the same: 1. IDENTIFY YOUR GOALS 2. PUT THE PLAN TOGETHER 3. TAKE ACTION 4. MANAGE AND MAINTAIN Your situation changes as you age, and when you have our team on your team, we guide you through those transitions to make sure your plan is always aligned with your goals. Having Beacon Financial Group on your journey, you can feel confident knowing your finances are being managed by professionals. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and Advisory services offered through LPL Financial,a registered investment advisor. Member FINRA/SIPC.
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Verified contacts
16
available on Kipplo
LinkedIn employees
37
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- EM
Eugene Morgan
Chartered Financial Consultant Associate Vice President · Other
EmailPhone - SM
Sid Misra
Lpl Financial Advisor · Sales & Business Development
EmailPhone - DW
David Watkins
Founder · General Business & Management
EmailPhone - MJ
Michelle Jacoby
Senior VP, Insurance Division · Other
EmailPhone
Showing 4 of 16 verified contacts
Top roles at Beacon Financial Group
11 distinct titles indexed · top 10 shown.
- 2finance intern
- 2financial consultant
- 1associate
- 1chartered financial consultant associate vice president
- 1cheif executive officer, registered principal and founder of beacon financial group
- 1founder
- 1head of finance
- 1lpl financial advisor
- 1operations specialist
- 1senior partner, co-founder, financial consultant
- +1more titles
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