Beacon Financial Planning Inc
Legal Name: BEACON FINANCIAL PLANNING, INC.
Full Contact Details
Beacon Financial Planning Inc
45 BRISTOL DRIVE, SUITE 101, SOUTH EASTON, MA
508-230-3588
508-230-3633
Other Info
Beacon Financial Planning Inc is a well-established firm with a legal name of BEACON FINANCIAL PLANNING, INC. Based in Massachusetts, the company has 6 employees, with the majority holding advisory roles. Although no information is available regarding the number of clients served, the firm has last reported an SEC status of "Approved" since October 26, 2018, which indicates its compliance with Securities and Exchange Commission regulations.
Fee-Only Retirement Planner In Cape Cod | Beacon Financial Planning
We are Beacon Financial Planning providing fee-only retirement financial services by our experienced planners near your location in the Cape Cod area.
Direct Owners
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PETER LEO DESCHENES
TREASURER owns less than 5%
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WALTER KENDALL HERLIHY
DIRECTOR, CHIEF COMPLIANCE OFFICER, PRESIDENT, SECRETARY, CHIEF INVESTMENT OFFICER owns 75% or more
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LINDA BARNES GADKOWSKI
CHIEF COMPLIANCE OFFICER owns less than 5%