If you desire to investigate a continuity plan where your clients will ultimately be serviced professionally and diligently, we would be interested in meeting.
We have advisors with multiple styles and specialities that should fit the needs of your clients. We are in a position to form a partnership that will ensure smooth transition, continued relationship building with your clients and financial reward.
If your investment practice includes fee based investment management, financial planning, and insurance, we are a fit.
Please contact Gregory Randall at 216.910.1865 for a confidential discussion.
Thank you for your interest in Beacon!
25825 Science Park Drive, #110 Cleveland, OH 44122
Tel: (216) 910-1850
Fax: (216) 910-1899