Beacon Financial Services Revenue

Financial Services • Chesterbrook, Pennsylvania, United States • 21-50 Employees

Beacon Financial Services revenue & valuation

Annual revenue	$1,882,210
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,100,000
Total funding	No funding

Key Contacts at Beacon Financial Services

Brian Menickella

Owner - Managing Partner : Head Of Financial Services Divison

Sean Menickella

Managing Director

Deb Yurchak

Associate Director Of Retirement Plan Services

Company overview

Headquarters	1200 Liberty Ridge Drive, Suite 110, Wayne, Pennsylvania 19087, US
Website	beaconfinancialservices.com
NAICS	52
Founded	1996
Employees	21-50
Socials

Beacon Financial Services Email Formats

Beacon Financial Services uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@thebeacongrp.com), used 64.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@thebeacongrp.com	64.3%
{first name}{last name}	johndoe@thebeacongrp.com	35.7%

About Beacon Financial Services

Beacon Financial Services serves as business & personal financial advisors that provide personalized service and advice on investments, insurance, and other planning strategies. We serve high net worth individuals, business owners, corporate clients, and professional-athlete clients through a disciplined approach to provide customized client services in the areas of asset management, corporate retirement plans, personal retirement planning, estate planning, tax planning strategies, and business succession planning. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Beacon Financial Services is not affiliated with Kestra IS or Kestra AS. Beacon Financial Services does not provide legal or tax advice. https://www.kestrafinancial.com/disclosures

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

Beacon Financial Services has 12 employees across 7 departments.

Departments

Number of employees

Funding Data

Beacon Financial Services has never raised funding before.

Beacon Financial Services Tech Stack

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

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

scrollreveal

JavaScript libraries

Zoominfo

Analytics

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Frequently asked questions

Beacon Financial Services is located in Chesterbrook, Pennsylvania, US.

Beacon Financial Services generates an estimated annual revenue of $1,882,210. This revenue figure reflects the company's market position and business performance in its industry.

Beacon Financial Services has an estimated valuation of $6,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Beacon Financial Services was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

Beacon Financial Services has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Beacon Financial Services

Brian Menickella

Owner - Managing Partner : Head Of Financial Services Divison

Sean Menickella

Managing Director

Deb Yurchak

Associate Director Of Retirement Plan Services

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