Beacon Investment Management

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

Stifel is a leading wealth management firm that prioritizes advisor satisfaction, as recognized by J.D. Power. With a culture designed for growth and a comprehensive range of resources, Stifel supports financial advisors in delivering exceptional client service while nurturing their entrepreneurial spirit. Boasting industry-leading technology and nationally recognized research capabilities, Stifel empowers advisors with tools to enhance client relationships and efficiently manage their practices. The firm is committed to a seamless transition for new advisors, ensuring they have access to an impressive array of investment products and services for their clients. Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.