Beacon Financial AdvisorsAn Independent Firm
 
Beacon Financial Advisors An Independent Firm
8117 Preston Road
Suite 300
Dallas, TX 75225
Phone: 214-706-9393
Fax: 214-706-9394
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Mission Statement

No two investors are alike. Your life keeps changing. The markets - and the world - continue to evolve. That's why it's important that you have a financial plan that is specifically designed to reflect your life, your goals and your personal legacy.

We collaborate with our clients to build a comprehensive financial plan, develop solutions that allow them to reach their financial goals, and gain confidence in their financial future.    

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights
 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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