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Beacon Financial Partners
- Financial Services
- Shaker Heights, OH
About this business
<p>Beacon Financial Partners is a planning and financial advisory company. It offers services for wealth management, alternative investments, portfolio diversification, corporate retirement planning and more. It encourages alternative investments in oil and gas, real estate, private equity and other areas.</p>
Location details
25800 Science Park Dr, Shaker Heights, OH, 44122, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Susan is a wonderful listener who gives me good financial advice. Her suggestions have been profitable.
Beacon has managed my finances my whole life and I wouldn’t have it any other way. They are professional, positive, and I am excited to see what the future holds!
Working with Beacon is “user friendly.” Karl has been attentive and informative. We are comfortable having our finances in his care.
Working with Beacon is “user friendly.” Karl has been attentive and informative. We are comfortable having our finances in his care.
I feel so relieved to be working with Beacon Financial partners at this stage in my life. Being in 3 different states, my father, sister and I were so impressed with Karl’s ability to coordinate a group call, remain extremely accessible to all of us, and truly assess each of our individual needs and different risk personalities. He was completely transparent with every little detail and incredibly knowledgeable about the current market. Within the first phone call, he was able to put us at ease with realistic goals for every... read more
Frequently asked questions about Beacon Financial Partners
How is Beacon Financial Partners rated?
Beacon Financial Partners has a 5 star rating with 18 reviews.
When is Beacon Financial Partners open?
Beacon Financial Partners is closed now. It will open tomorrow at 9:00 a.m.
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