Beacon's niche is providing specialized financial planning services to business owners, executives, and high net worth individuals. We have assembled a team who has experience in …

Advisory products and services offered by Investment Advisory Representatives through Beacon Financial Group, Inc., a Registered Investment Advisor. Private Client Services and Beacon …

Advisory products and services offered by Investment Advisory Representatives through Beacon Financial Group, Inc., a Registered Investment Advisor. Private Client Services and Beacon …

Hard working, attentive, dependable and knowledgeable is exactly what Dan applies to each client interaction and takes the complexities of the financial industry and translates it into concise …

A financial professional can help you better understand market conditions and build an investment strategy that manages the potential loss of the purchasing power of your money. The content …

Because Steven is passionate about working with Beacon’s clients to meet their financial needs and plan for their future, he review’s each client’s entire financial picture, including cash and …

Janet Bauer is Beacon Financial Group’s Vice President of Client Services and Chief Compliance Officer. As Vice President, Janet oversees every aspect of client interaction within Beacon’s …

Brent has over 29 years of experience as a financial professional in the high net-worth marketplace. Brent specializes in comprehensive estate, business succession, retirement and …

Jason employs an active strategy in managing the Beacon Stock Portfolios to outperform relevant benchmark indexes while appropriately managing risk. Jason is a resident in Streetsboro, …

With more than 20 years of experience in the financial services industry, Jennifer Thorne holds many designations: FINRA Series 7, 63, and 65.