Since 1989, Ted Rosean and Sean O’Malley have offered financial counseling, constructing suitable portfolios, and implementing investment strategies to help clients pursue their goals.
Since 2008, our practice, Beacon Financial Services, Inc has aligned with LPL Financial. LPL is the nation’s leading independent broker dealer with more than 14,000 advisors,* and allows our clients at Beacon Financial Services a vast range of investment platforms, trust and estate services,** and access to state of the art technology.
Thousands of clients have relied on Beacon over the years to guide them through the often stormy cycles of the investment environment. Our personal and warm approach has reassured them that they can find independent and sound investment advice by calling us at the same number in the same address we have kept since 1989.
* As reported in Financial Planning Magazine, June 1996-2016, based on total revenue
**LPL Financial Representatives offer access to Trust Services through The Private Trust Company, N.A., and affiliate of LPL Financial.
