Beacon Associates

I have been with Beacon for almost 5 years now. I first learned about them through one of their dinners and I was very impressed with both Quentin and Stephen. When we met with them for the first time, we were immediately comfortable. We shared all of our financial information and hopes and dreams with them. They put together a plan that we felt very comfortable with. We immediately switched over our investments to them. The yearly reviews are informative and thorough. We have always felt that our best interest were always placed first. Shortly after signing on with them, I unfortunately lost my husband. Again, I felt like they were family. They have continued to take extremely good care of me and helped me navigate Through this difficult time in my life. I have recommended several famil

I and my family value the knowledgeable staff, services provided, and the professionalism that Beacon and Associates provide. Great efforts are taken to not only take care of their clients financial but also incorporate events that connect themselves with clients on a personal level. I appreciate their candor and kindness.

Beacon Associates walk you through the process making sure that you understand everything about investing and retirement. They are a fiduciary, you have the final say on how you want to proceed. They help you discover your risk tolerance and make changes to your investments as needed. They compare your existing investments risk to your discovered risk tolerance. I have referred many friends and family members to them and has never heard of any negative experience. Go to their website and sign up for a seminar to find out more about them and what they offer.

If you are looking for a financial advisor, I highly recommend Beacon Associates. Steven, Quinten and Dan are all very knowledgeable. They listen to your needs and goals and offer helpful ways to get there. The seminars they provide on various topics are very informative and there is no sales pressure . Everyone is very helpful and friendly and it is truly a pleasure doing business with them.

We've been with the Beacon for a little over 2 years now and we are very pleased with the results we have gotten. Steven and his team listened to our retirement plans and helped us set up a plan has met our financial goals and allows us to relax and enjoy our retirement.