Beacon Financial Services

(Beacon FS Ltd.) is a New York  based  corporation that specializes in providing Financial Consulting and Investment Management Services to both individual and Institutional clients as well as providing employee benefit plan services to businesses and their employees.

 

 

Beacon F.S. Ltd. is incorporated in New York State. It is wholly owned by Daniel P. Barbiero, CFP®, AIFA®, and Thomas Eschmann CFP®, AIF®, RICPt® (RICP conferred by the American Colllege).

 

 

We view our client relationships as partnerships.  Our Investment Advisory Services provides ongoing professional advice to investors while helping them to meet their individual investment objectives.

 

 

Our Employee Benefits Consultants work closely with our clients' company HR departments to implement solutions to their Employee Benefit Plan needs wherever and whenever the need exists.

 

 

The recent focus on corporate benefits including retirement plans and mutual funds have caused more attention to be paid to ERISA and to fiduciary practices.  Beacon has taken action to provide our clientele with the tools necessary to define and implement fiduciary best practices to help protect against liability arising out of neglect of proper procedure and implementation.

 

 

We look forward to serving you,

 

Sincerely,

Daniel P. Barbiero

Thomas Eschmann