What Our Clients Are Saying
At Beacon Financial Group, we believe trust is earned through transparency, service, and results. Here's what our clients have to say about their experiences working with us.
"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.
Client Since 2012
"My wife and I have been delighted with the service and results Beacon has provided"
Frederick F.
Client Since 2012
"Outstanding professional team and service."
Jerry H.
Client Since 2013
"Beacon Financial has been a great help with our financial needs. I would recommend them if you need financial support."
Gary B.
Client Since 2006
"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.
Client Since 2008
"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.
Client Since 2022
"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.
Client Since 2016
"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.
Client Since 2012
"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 L.
Client Since 2013
"Beacon manages my IRA and individual accounts, and they handle strategies and trades efficiently and quickly. I have no complaints."
Terence B.
Client Since 2013
"Beacon provides balanced information. Well respected by me."
Jim G.
Client Since 2012
"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.
Client Since 2017
"They know what is expected and they do it."
Lenn H.
Client Since 2011
"I have been quite comfortable with Beacon's investments on my behalf. I like the people and the policies as well."
Steve K.
Client Since 2013
"Great job and very professional"
Kevin VP.
Client Since 2019
"I am very satisfied with all of my contacts at Beacon"
Michael H.
Client Since 2013
"Doing a great job. Mark Diamond is exceptional."
Gareth W.
Client Since 2013
"Steve Engro and his team are our "go to" people for sound financial advice in an increasingly volatile world"
Donald L.
Client Since 2009
"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.
Client Since 2008
"I highly recommend Beacon Financial Services as they exemplify the highest standards of the Financial Consulting Business."
Barbara L.
Client Since 2006
"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.
Client Since 2011
"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.
Client Since 2018
"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.
Client Since 2010
"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.
Client Since 2012
"Sound and solid advice. Doesn't push an agenda."
Timothy P.
Client Since 2009
"I have already directed a number of acquaintances to choose Beacon, and Steven Engro in particular to care for their financial future."
Daniel L.
Client Since 2020
"Friendly, knowledgeable, easy to reach"
Gaspare M.
Client Since 2013
"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.
Client Since 2013
"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.
Client Since 2022
"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.
Client Since 2009
"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.
Client Since 2000
"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.
Client Since 2008
"Always been pleased and happy working with Beacon Financial Group. I have been with Beacon for close to fifteens years!"
James M.
Client Since 2009
"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.
Client Since 2012
"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.
Client Since 2004
"We highly recommend Beacon for its financial planning and retirement services. They have gained and continue to have our trust."
Frank W.
Client Since 2007
"I have truly enjoyed my association with Beacon and
especially with Brandon. He is very patient with us and always courteous and
answers any questions I may have. Brandon is always concerned about our
well-being."
Roger J.
"I do not have any worries or stress about our financial
future. We are confident that Beacon has the personnel and the knowledge to
navigate economic, political and any other outside influences to keep us
financially sound."
Dawn K.
"Beacon is the most customer‑oriented financial institution
I have worked with. Their team combines exceptional client service with cutting‑edge
investment strategies, ensuring that every interaction feels personal and every
decision is made with care."
Thomas F.
"Brandon at Beacon Financial has been managing our finances for the last ten years. He's incredibly patient and extremely thorough in his approach with us. He returns our phone calls promptly and keeps in touch regularly. The entire staff is knowledgeable and courteous. I highly recommend Beacon and most of all Brandon."
Bill & Pam H.
"Beacon Financial Services is an outstanding advisory
organization, staffed with outstanding professionals to assist their clients."
Jerry H.
Client Since 2013
"When my age and portfolio got to the point that I needed
help, I searched for a firm that would care as much about my investments as I
do. I found one."
Don M.
"Very comfortable that Beacon's advisors are looking after
my best financial interests."
Noel W.
Client Since 2012
"Kasem has been very attentive to our needs."
Elaine B.
Client Since 2006
"Great Company and Awesome People!!"
Kathleen F.
Client Since 2006
"We have been clients of Beacon Financial for over 10 years.
The level of professionalism is second to none. Everyone makes us feel like we
are their only client. Excellence that you can count on."
William M.
Client Since 2013
"Beacon Financial has put us at ease with our retirement
plan. The team has given us the peace of mind to enjoy the years ahead of us.
The guidance and information they have provided has been incredible. The best
decision we have made!!!"
James S.
Client Since 2025
"I have had a long term relationship with Beacon Financial
and they are serving me well. Always professional and personal service making
me feel valued as a customer."
Jeffery L.
Client Since 2013
"Steve & co have been integral to my family and myself. I
feel blessed to be a client and feel confident in my financial stability as a
direct result of Beacon. Steve is a treasure and consummate professional. The
entire team is among the best in the business."
Todd B.
Client Since 2018
"Beacon Financial has helped us achieve our financial goals over the past 15+ years. Through wealth building and tax planning to retirement planning, they have been trusted advisors."
Ann D.
Client Since 2008
"I have in fact, referred several individuals to Steve Engro
who have engaged him in the management of their wealth. They, as I, are very
satisfied."
Daniel L.
Client Since 2020
"We were referred to Beacon by trusted friends, and we're so glad we made the decision to work with them. We have complete confidence in the team and would highly recommend Beacon to anyone looking for personalized financial guidance and exceptional service."
Ernest M.
Client Since 2025
"Steve and his staff are a pleasure to work with. They're
proactive in keeping us up to date on the market and our finances. I highly
recommend them."
Curt R.
Client Since 2023
"Steve and his entire team at Beacon Financial are
incredible. In fact, Steve is now the financial advisor for my entire family."
Karen S.
Client Since 2008
Contact us today to start planning for a secure future
The testimonials presented are made by an individual who is a client of Beacon Financial Group and is applicable only to the individuals depicted and may not be representative of the experience of others. These testimonials are not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success. These testimonials has been evaluated for conflicts of interest and have not been found to present any conflicts.