Beacon Financial Advisors
Beacon Financial Advisors (CRD# 119672) is a financial advisory firm headquartered in Rye Brook, NY. They manage $181,202,193 in 338 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management181MILLION
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Total Number of Accounts338ACCOUNTS
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Average Account Value$536,101
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, NY, TX
Beacon Financial Advisors is an independent wealth advisory firm offering financial planning and asset management services customized to the needs of individuals and their families. We focus on providing personalized financial advice and superior service to a limited number of clients.
As fiduciaries, we have a fundamental obligation to act in the best interest of our clients at all times and to always place our client’s interests ahead of our own.
Please visit our website at www.beaconfa.com to learn more about our services and to request a complimentary consultation.
Ronald Robins (CRD# 2294445) is an Investment Advisor Representative working at Beacon Financial Advisors in Rye Brook, NY and has over 31 years of experience in the finance industry.