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Beacon Financial Group Logo
Beacon Financial Group Growth Score
84
CB Rank
2360818
Heat Score
41
Beacon Financial Group helps individuals and businesses reach financial goals with investment advisory and wealth management services.
Founded
obfuscation
Private Dallas, Texas, United States11-50 www.beaconfg.com
Advice
Finance
Financial Services
Wealth Management
Overview

Beacon Financial Group
Growth Score
84
Heat Score
41

Growth Score84
-1 pts
in past quarter
Heat Score 41
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Beacon Financial Group

CB Rank
2360818
Beacon Financial Group helps individuals and businesses reach financial goals with investment advisory and wealth management services.
Founded
obfuscation
Private Dallas, Texas, United States11-50 www.beaconfg.com
Advice
Finance
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Mark Diamond, Stephen Engro
Phone Number +1-972-726-9888
Contact Email service@beaconfg.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

MyBeacon Custom Financial Plan
A personalized financial planning service that assesses a client's complete financial situation and goals to create a comprehensive roadmap for retirement and legacy planning.
Beacon Risk Managed Strategy
An assessment tool that captures an individual's risk tolerance and evaluates if their investment portfolio aligns with it.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 4 Contacts 11

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

634
768.49%
 in past month

IT Spend

$320KThis year, Beacon Financial Group is projected to spend $320K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Chip Shortage Logo
Chip Shortage
97
Tom’s Guide Logo
Tom’s Guide
94
Human-AI Collaboration Logo
Human-AI Collaboration
88

Actively Used Products

16Beacon Financial Group uses 16 technology products and services including HTML5, Google Analytics, and  F5 NGINX, according to G2 Stack.

Active Website Tech Count

3Beacon Financial Group is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Offer Schema.
Sub-Organizations
Frequently Asked Questions

Where is Beacon Financial Group's headquarters? Beacon Financial Group is located in Dallas, Texas, United States.Who are Beacon Financial Group's competitors? Alternatives and possible competitors to Beacon Financial Group may include Gentry Financial Services, WealthCare Partners, and  Adams Ashby Financial Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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