Unclaimed brand
Independent financial planner serving NY & CT, we help entrepreneurs and executives navigate complex financial decisions with confidence.
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Color name
RGB
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#314678
San Juan
49, 70, 120
222, 42, 33
59, 42, 0, 53
#7C6134
Potters Clay
124, 97, 52
38, 41, 35
0, 22, 58, 51
#DBB385
Tumbleweed
219, 179, 133
32, 54, 69
0, 18, 39, 14
Beacon Financial Advisors is an independent financial planning brand that serves clients in Westchester, NY, and CT. Their mission is to help entrepreneurs and executives confidently navigate complex financial decisions. Unlike banks, brokerages, or insurance companies, Beacon Financial Advisors operates as an independent Registered Investment Advisor, prioritizing clients' best interests above all else.
With a father-son team at the helm, they bring integrity, expertise, and personalized attention to each client interaction. For executives, they specialize in managing retirement plans, stock options, and corporate benefits, offering the services of a personal Chief Financial Officer. Entrepreneurs can rely on Beacon Financial Advisors to assist in risk mitigation, retirement savings strategies, and estate and succession planning.
With their client-centric approach, Beacon Financial Advisors is committed to ensuring their clients' financial goals become a reality. Visit them at their office on 800 Westchester Ave, Suite N-641, Rye Brook, NY 10573
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Finance
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