Beacon Financial Services

  • Financial Services
  • King of Prussia PA
  • 27 employees
Get Full Info

Company Overview

Headquarters
120 South Warner Road, Suite 201, King of Prussia PA
Website
beaconfinancialservices.net
Employees
27
Industry
Financial Services
More Details

Financials & Stats

Revenue

$10B

More Financials

Who is Beacon Financial Services

Beacon Financial Services is a financial advisory firm located in King of Prussia, Pennsylvania. They are a privately held company with 27 employees. Beacon Financial Services offers personalized financial advice and planning strategies for individuals, businesses, and corporations. Their areas of expertise include investments, insurance, asset management, corporate retirement plans, personal retirement planning, estate planning, tax planning, and business succession planning. They cater to a diverse clientele, including high net worth individuals, business owners, corporate clients, and professional athletes. Beacon Financial Services prides itself on a disciplined approach to provide customized client services. Securities and Retirement Plan Consulting Services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Their website can be found at beaconfinancialservices.net.

Beacon Financial Services Industry Tags

Financial Services
View All Industry Tags

Companies Similar to Beacon Financial Services

Analyze industry trends and opportunities by examining competitors and companies comparable to Beacon Financial Services, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M 7
10M 5 Vero Beach, FL 2010
10M 6
10M 13 White River Junction, VT 2011
10M 52
View More Companies

FAQ

What is the location of Beacon Financial Services's headquarters?
The headquarters of Beacon Financial Services are situated at 120 South Warner Road, Suite 201, King of Prussia PA
What is Beacon Financial Services's official website?
The official website of Beacon Financial Services can be found at beaconfinancialservices.net.
What is Beacon Financial Services's current revenue?
As of September 2021, Beacon Financial Services's annual revenue reached $10B.
How many employees does Beacon Financial Services currently have?
Beacon Financial Services employs approximately 27+ people as of September 2021
Which industries is Beacon Financial Services primarily operating in?
Beacon Financial Services operates in the following industries: Credit, Finance
What are Beacon Financial Services's industry tags?
Beacon Financial Services's industry tags include: Financial Services

Employee Directory

Key Employees

Brian Menickella

Owner - Managing Partner : Head of Financial Services Divison

Phone Email

Wayne Thompson

Relationship Manager

Phone Email

Ginny Siegle

VP of Finance and Administration and Chief Information Security Officer

Phone Email