Beacon Financial Services
Corporate Retirement Plans • Wealth Management
Beacon Financial Services serves as business & personal financial advisors that provide personalized service and advice on investments, insurance, and other planning strategies. We serve high net worth individuals, business owners, corporate clients, and professional athlete clients through a disciplined approach to provide customized client services in the areas of asset management, corporate retirement plans, personal retirement planning, estate planning, tax planning strategies, and business succession planning.
With our focus on corporate retirement planning, Beacon provides comprehensive advisory services in preparing its clients for the “new standard” of corporate retirement plans.
Beacon also specializes in the financial management of professional athletes, and Managing Partner Brian Menickella is an advisor to MLB players and an official NFLPA Registered Player Financial Advisor. The NFL Players Association is a separate entity from The Beacon Group of Companies, Beacon Financial Services and LPL Financial.
"If you don’t know where you’re going, any road will take you there."
“Someone's sitting in the shade today because someone planted a tree a long time ago.”
"We like the way doing the right thing makes us feel”
The Beacon Group
Our experienced benefits professionals will guide you through the benefits selection process from start to finish.
We serve all of our clients by customizing competitive insurance programs to improve workplace safety and enhance profitability.