Beacon FS Ltd

Sommers Financial Group Inc., located in Tarrytown, NY, offers a comprehensive range of financial services including retirement planning, insurance products, and investment advisory services. Led by President Lesley Sommers, the firm aims to provide individuals and couples with tailored strategies to achieve their financial goals. The firm emphasizes a team approach to retirement savings, advocating for open communication and collaboration among clients. Additionally, they provide a variety of educational resources including newsletters, articles, and financial calculators to empower clients with knowledge in financial decision-making. Generated from the website

Kingsbridge Financial Group, located in Bloomfield, NJ, specializes in providing financial services to corporations, business owners, and high net worth individuals. Their expertise lies in creating tailored financial plans that are both efficient and cost-effective, aiming to help clients maximize profit and net gains. Generated from their available business information

Safe Harbor Asset Management, located in Huntington, NY, is a fee-only SEC Registered Investment Adviser dedicated to managing family wealth and mitigating taxes to enhance clients' financial well-being. The firm specializes in providing investment-grade property alternatives for 1031 Exchanges, leveraging a robust inventory of Delaware Statutory Trusts (DSTs) to help affluent investors sustain their wealth through strategic planning. Guided by the principles of Modern Portfolio Theory, Safe Harbor employs a global strategic Asset Allocation model to construct diversified portfolios, combining index and enhanced index funds. The firm is also recognized for its commitment to client education, offering lectures on topics such as tax-deferral strategies and retirement planning to empower clients in navigating complex financial landscapes. Generated from the website