CPA, Certified Financial PlannerTM and Owner at Beacon Financial Advisors, Inc. - Port Chester, NY, US
Beacon Financial Advisors is a leading registered investment advisor providing comprehensive wealth management, retirement planning, and business succession solutions for families and individuals. We specialize in serving clients who value unparalleled customer service, an in depth understanding of their unique situation, and a direct relationship with their advisor. Our services extend far beyond simply recommending investments, and we work with each client to identify their long term goals, mitigate the risks to achieving them, and construct a plan based on a comprehensive analysis of their finances both now and in the future. As an independent advisor, we provide our clients with honest and objective counsel free from the influence of a large bank, brokerage, insurance company, or a commission based fee structure. To learn more about how Beacon Financial Advisors can help you or to request a free consultation, please visit www.beaconfa.com.