What Our Clients Are Saying
"Beacon Financial represents a critical component in my wealth strategy team. I have been a customer of Beacon's for several years, and I couldn't be more satisfied with their exceptional service. Their commitment to my financial security, transparency, and customer satisfaction sets them apart from the rest. From personalized solutions to their ability to "look around the corner" and understand how key national/world events can affect investing strategies, they have consistently exceeded my expectations. The staff is knowledgeable, friendly, and always willing to go the extra mile to ensure my financial needs are met. Whether it's investment guidance, opinions on market fluctuations or everyday transactions, I trust Beacon to provide reliable and innovative solutions. I highly recommend them to anyone seeking a trustworthy and efficient financial partner!"
Thomas F.
"My wife and have been delighted with the service and results Beacon has provided"
Frederick F.
"Outstanding professional team and service."
Jerry H.
"Beacon Financial has been a great help with our financial needs. I would recommend them if you need financial support."
Gary B.
"My husband and I have been doing business with Beacon Financial for many years. If you are looking for a money-manager, we highly recommend Beacon. Very satisfied with outcome and their professionalism."
Beverly R.
"Gus Payne has been assisting me with retirement advice and planning for years. I could not recommend them more highly. Thank you, Gus!"
Anthony C.
"My wife and I were dissatisfied with our previous financial advisor and on the recommendation from one of our very good friends, we contacted Beacon. We are so happy they shared their secret with us!"
Bill and Pam H.
"Beacon Financial represents a critical component in my wealth strategy team. I have been a customer of Beacon's for several years, and I couldn't be more satisfied with their exceptional service. Their commitment to my financial security, transparency, and customer satisfaction sets them apart from the rest. From personalized solutions to their ability to "look around the corner" and understand how key national/world events can affect investing strategies, they have consistently exceeded my expectations. The staff is knowledgeable, friendly, and always willing to go the extra mile to ensure my financial needs are met. Whether it's investment guidance, opinions on market fluctuations, or everyday transactions, I trust Beacon to provide reliable and innovative solutions. I highly recommend them to anyone seeking a trustworthy and efficient financial partner!"
Thomas F.
"I have been a client of Beacon Financial for many years now. I have excellent representation over my portfolio. I am extremely appreciative of the personal approach and commitment that I have from my portfolio manager, Mark Diamond, and his staff. I am kept abreast of market changes, portfolio performance and opportunities that will maintain my financial independence for years to come."
Jeffery LB
"Beacon manages my IRA and individual accounts, and they handle strategies and trades efficiently and quickly. I have no complaints."
Terence B.
"Beacon provides balanced information. Well respected by me."
Jim G.
"Having an age that is very close to retirement, I am very happy to have Brandon and the options that Beacon offers at my fingertips."
Duane T.
"I was lucky enough to have Brandon Sherbert take over my accounts when the previous advisor left. I couldn't have asked for a better advisor."
Liza V.
"They know what is expected and they do it."
Lenn H.
"I have been quite comfortable with Beacon's investments on my behalf. I like the people and the policies as well."
Steve K.
"Great job and very professional"
Kevin VP
"I am very satisfied with all of my contacts at Beacon"
Michael H.
"Doing a great job. Mark Dimon is exceptional."
Gareth W.
"Steve Engro and his team are our "go to" people for sound financial advice in an increasingly volatile world"
Donald L.
"The team at Beacon has been instrumental over the last 13 years in helping us manage our investments for the entire family, for our children's college and our planned lengthy retirement. Their professionals do a tremendous job in keeping us well informed and comfortable during times of market calm and volatility. Importantly, their thorough retirement planning process has been instrumental in helping us make the most of our post-work years!"
Michael G.
"I highly recommend Beacon Financial Services as they exemplify the highest standards of the Financial Consulting Business."
Barbara L.
"Beacon is great. My advisor regularly calls me to ask if I have questions or concerns, and all my calls are promptly returned. If I need anything it's done! Highly recommend Beacon."
Vicki L
"I have been impressed that Beacon Financial doesn't charge outrageous fees for the excellent management they offer their clients- others I have experienced in the past have charged 2-3 times as much- I will be staying with Beacon!"
Jackie M
"Mark Diamond has provided great advice and perspective throughout the years, helping me position myself for a very comfortable retirement. I always value and appreciate time with him reviewing my portfolio, asking questions, and hearing his perspective. Oliver has been very patient in walking me through retirement projections, running various models, and answering many, many questions about the great reports he generates.. I really appreciate the time he spends with me."
Mike W.
"I have been a client since 2012, and it has been my pleasure to get to know and work with Steve Engro. I have complete confidence in Steve and his staff's ability to manage my investments. I would not hesitate to recommend Beacon Financial Group for investment management and advisory services."
Curtis H.
"Sound and solid advice. Doesn't push an agenda."
Timothy P.
"I have already directed a number of acquaintances to choose Beacon, and Steven Engro in particular to care for their financial future."
Daniel L.
"Friendly, knowledgeable, easy to reach"
Gaspare M.
"Great group to work with. I have been a client for about 13 years. I do not worry about the ups and downs of my investments. I know that Steve and the team are looking out for us. I cannot be more pleased. Excellence at every turn! Thank You, Beacon!"
William M.
"Beacon listen to my needs. I just wish if we turn into bear market I would e put in safe Bonds or some other place where we don't loose 10% or more waiting for up swing.. "
Ralph Q.
"We are happy with services provided by Beacon. They are easy to communicate with and have been very helpful explaining the options and strategies for our retirement. We also like the guest speakers they periodically bring for their clients to get better informed about different financial topics."
Mirjana T.
"With the guidance of Beacon Financial Group, we obtained our retirement goals in 2008 and have been living off those investments since. Beacon has a great strategy to help you set and understand your goals as well as working with you to obtain or surpass those goals."
Betty P.
"Steve Engro has made sure my investments are sound. He is available if I have questions. My future is secure because of his insistence that I get long term care insurance."
Janice R.
"We have been with Steve Engro and his team for over 15 years. They are exceptional!! He communicates financial information clearly, is always focused on our needs and enables us to lead a worry-free retirement. We are very grateful Steve and Beacon Financial are an integral part of our financial life. Thanks, Steve, for caring so much about our needs and our future.
Jim and Karen S.
"Always been pleased and happy working with Beacon Financial Group. I have been with Beacon for close to fifteens years!"
James M.
"Steve Engro and his Beacon Financial Group offer very friendly and competent financial advisory services. He and his team are always professional, attentive to our needs and quick to respond to questions and requests. We have been using their services for the past 12 years and can highly recommend them. Steve's guidance has always been very frank, matter of fact and practical"
Ondrej P.
"I have been with Beacon Financial Group since its inception. I have been extremely satisfied with the level of wealth management. It has allowed me to have peace of mind knowing my portfolio is being managed by experienced and competent professionals."
Mark S.
"We highly recommend Beacon for its financial planning and retirement services. They have gained and continue to have our trust."
Frank W.
