Phillip Perry, BBA '06
We are a locally owned independent financial services company providing comprehensive financial education, advice and solutions to those serious about their family's or business's financial well-being. Our team provides Financial Planning, Investment Management, Corporate Benefit Plans, Insurance, and Fee-Only Consulting services to a select group of families, corporations, non-profits and success-driven individuals throughout the country. As LPL Independent Investment Advisor Representatives, our Team is strategy-driven not product-driven, and we base our investment recommendations solely on your needs and objectives. Securities and Advisory Services Offered Through LPL Financial, A Registered Investment Advisor. Member of FINRA www.finra.org / SIPC www.sipc.org. Phillip R. Perry may only conduct / transact business with residents of the following states: CT, NH, MA, FL
Alumni Discount:20% off Comprehensive Financial Plan
Web: http://www.beaconwealthllc.com
Email: info@beaconwealthllc.com
Phone: (617) 731-1099
Address: 1330 Beacon St., Ste. 355A, Brookline, MA 02446