Great Lakes Review - a division of Wellington Shields & Co. Employee Directory

Research ServicesUnited States2-10 Employees

In times when so many firms and institutions are claiming to do the same thing, making advisory choices is more complex than ever. Beacon's niche is providing specialized financial planning services to business owners, executives, and high net worth individuals.  We have assembled a team who has experience in various financial disciplines which will help our clients navigate the complex and changing tax issues our clients face. 

In developing your personal financial plan, our team of financial professionals draw upon their combined 175 years of experience and technical knowledge of financial and estate planning to design and implement customized financial plans based upon your needs.  The objective of the financial plan is to provide each of our clients a tailored financial road map that will provide guidance in the coordination of financial planning strategies which will minimize their exposure to taxes and allow them to maximize their assets potential.

The Beacon team provides you with expertise in the following areas: 

Estate Planning
Investment Management Programs
401(k)/Retirement Plan Services
Retirement Plan Design

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