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Beacon Financial Advisers, Inc.

Headquartered in CONYERS, GA

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Firm Information

Beacon Financial Advisers, Inc. is an investment advisor with 2 investment advisor representatives. They manage $93,765,171 in regulatory assets under management for 339 accounts. Their services include financial planning, pension consulting, educational seminars, and portfolio management for individuals. They primarily serve high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth.

Beacon Financial Advisers, Inc.

$93.77M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BEACON FINANCIAL ADVISERS, INC. has a total of 1 branch locations across the country.
location

CONYERS, GA

Advisors at Beacon Financial Advisers, Inc.

View All 2 Advisors
Unclaimed
Norris George Edmonson

RA

CONYERS, GA

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Unclaimed
Chad M Lackey

RA

CONYERS, GA

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Disclosures

There are no public disclosures for Beacon Financial Advisers, Inc..

Frequently Asked Questions (5)

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