Company Overview
- Headquarters
- 7100 Six Forks Rd Suite 135, Raleigh NC
- Website
- beaconfinancialstrategies.com
- Phone
- (919) 803-****
- Employees
- 6
- Founded in
- 2004
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities54 - Professional, Scientific, and Technical Services541 - Professional, Scientific, and Technical Services5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services54121 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities73 - Business Services87 - Engineering, Accounting, Research, Management, and Related Services872 - Accounting, Auditing, and Bookkeeping Services8721 - Accounting, Auditing, and Bookkeeping Services
Financials & Stats
Revenue
$1B
Who is Beacon Financial Strategies
Beacon Financial Strategies is an independent financial planning firm located in Raleigh, North Carolina. Founded in 2004, the company employs six individuals and generates approximately $1 million in annual revenue. Beacon Financial Strategies specializes in providing personalized financial advice to individuals and families. Their core focus is on comprehensive financial planning, encompassing net worth management and overall financial health. What sets Beacon apart is its coordinated approach to financial planning. Unlike many firms, Beacon emphasizes holistic financial wellness, ensuring clients receive tailored guidance aligned with their unique circumstances. As fiduciaries, Beacon's advisors prioritize acting in the best interests of their clients, offering qualified financial advice. For further information, visit Beacon Financial Strategies' website at beaconfinancialstrategies.com.
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Beacon Financial Strategies Tech Stack
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