Beacon Retirement Planning Services, Inc.

Beacon Retirement Planning Services, Inc.

Beacon Retirement Planning Services, Inc.

Overview
Date Founded

1995

Headquarters

17300 Preston Road,Suite 120,Dallas, TX 75252-4635

Type of Company

Private

Employees (Worldwide)

13

Industries

Investment Services & Portfolio Management

Company Description

Beacon Financial Group's investment approach is long-term in focus. Securities purchases are generally made with the intent that they will be held long-term. The firm may employ short-term transactions as appropriate to the client. Beacon may use technical, fundamental and sentiment indicators to guide their selection of certain investment strategies. They may also use top-down and bottom-up approaches as a means of determining the asset classes and evaluation of a particular security against the economic environment.

Contact Data
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Executives & Employees

Co-Founder

Chief Operating Officer

Director of Client Services

Director of Client Services

Director of Client Services

Senior Vice President

Senior Trader

Chartered Financial Consultant

Financial Planner Associate

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Recent Transactions
Details Hidden

Beacon Retirement Planning Services, Inc. purchases Estate Recoveries, Inc.

Non-Profit Donations & Grants
$1,000 - $4,999
2014
Up to $1,000
2009
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