


Beacon Financial Group Revenue
Financial Services • Warren, New Jersey, United States • 21-50 Employees
Beacon Financial Group revenue & valuation
| Annual revenue | $3,079,980 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,900,000 |
| Total funding | No funding |
Key Contacts at Beacon Financial Group
David Watkins
Founder
Gautam Misra
Senior Partner, Co-Founder, Financial Consultant
Alice Yoder
Director - Client Services
Erin Diamond-Blackwell
Operations Director
Yoder Alice
Director - Client Services
Company overview
| Headquarters | 101 Town Center Drive, Suite 111, Warren, NJ 07059, US |
| Phone number | +19087534155 |
| Websites | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Tax Planning, Employee Benefits, Disability Insurance, Health Insurance, Retirement Planning, Life Insurance, College Savings, Financial Planning, Long Term Care Insurance |
| Founded | 1996 |
| Employees | 21-50 |
| Socials |
Beacon Financial Group Email Formats
Beacon Financial Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 45.6% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 22.3% |
{first name}@company.com | john@company.com | 15.1% |
{first name}{last name}@company.com | johndoe@company.com | 9.8% |
{first name}_{last name}@company.com | john_doe@company.com | 7.2% |
About Beacon Financial Group
Beacon Financial Group is an industry leading financial planning firm with more than 20 years of experience. Whether you just started your first job, own a successful business, or are approaching retirement, the process to maximize your wealth is still the same: 1. IDENTIFY YOUR GOALS 2. PUT THE PLAN TOGETHER 3. TAKE ACTION 4. MANAGE AND MAINTAIN Your situation changes as you age, and when you have our team on your team, we guide you through those transitions to make sure your plan is always aligned with your goals. Having Beacon Financial Group on your journey, you can feel confident knowing your finances are being managed by professionals. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and Advisory services offered through LPL Financial,a registered investment advisor. Member FINRA/SIPC. http://www.beaconfinancialgroup.net/privacy-policy
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Beacon Financial Group has 18 employees across 5 departments.
Departments
Number of employees
Funding Data
Beacon Financial Group has never raised funding before.
Beacon Financial Group Tech Stack
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Frequently asked questions
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