Beacon Financial Planning

Financial Services • Hyannis, Massachusetts, United States • 11-20 Employees

Company overview

Headquarters	540 Main St, Suite 14, Hyannis, Massachusetts Beacon Financial Planning, US
Phone number	+15087907039
Websites	beaconfinancialplanning.com bfpcc.com
NAICS	52
SIC	628
Keywords	Risk Management, Retirement Planning, Retirement Income, Fiduciary, Estate Planning, Investment Management, Charitable Giving, CFP, Investment Advisor, Certified Financial Planner
Founded	2015
Employees	11-20
Socials

Key Contact at Beacon Financial Planning

Melissa Kolcz

Director Customer Experience

Beacon Financial Planning Email Formats

Beacon Financial Planning uses 1 email format. The most common is {first name} (e.g., john@bfpcc.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@bfpcc.com	100%

About Beacon Financial Planning

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime. We are a compassionate team of professionals you can trust to collaborate with integrity on your financial goals. We look forward to connecting if: ~ you are near retirement and looking for guidance on whether or not you can retire comfortably ~ you are currently retired and want to review your financial plan including: your goals, income strategy for your lifetime, investment portfolio, tax efficiencies and estate plan ~ you are going through a life transition (new job, career change, divorce, loss of spouse, etc.) and need professional guidance to better navigate your options and overall picture Give us a call: 508-790-7039

Beacon Financial Planning revenue & valuation

Annual revenue	$10,100,000
Revenue per employee	$835,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,100,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Beacon Financial Planning has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Beacon Financial Planning has never raised funding before.

Beacon Financial Planning Tech Stack

Discover the technologies and tools that power Beacon Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Underscore.js

JavaScript libraries

Drupal

CMS

jQuery

JavaScript libraries

PHP

Programming languages

HSTS

Security

Calendly

Appointment scheduling

AddToAny

Widgets

Google Analytics

Analytics

Moment.js

JavaScript libraries

Google Hosted Libraries

CDN

Google Tag Manager

Tag managers

Frequently asked questions

Beacon Financial Planning is located in Hyannis, Massachusetts, US.

You can reach Beacon Financial Planning at +15087907039.

Beacon Financial Planning was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Beacon Financial Planning has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Beacon Financial Planning

Melissa Kolcz

Director Customer Experience

4.8

40,000 users