Beacon Retirement Planning Group, Inc.
2100 Palomar Airport Road, Carlsbad, CA 92011
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
2100 Palomar Airport Rd Suite 214-8, Carlsbad, CA 92011, United States
About the Business
Beacon Retirement Planning Group, Inc. is a finance and insurance agency located at 2100 Palomar Airport Road in Carlsbad, California, United States. Our team of experienced professionals specializes in helping individuals plan for their retirement and secure their financial future. We offer a range of services including retirement planning, investment management, and insurance solutions to meet our clients' unique needs and goals. Trust Beacon Retirement Planning Group, Inc. to guide you towards a successful and worry-free retirement.
Reviews
"My advisory team, Stephanie Wendt and Kelly Carter were great. We had a bit of a complicated fact pattern in that my wife was turning 65 prior to me, she did not have 40 quarters of work for Social Security purposes, we were living part time in two states and she was applying for Medicare under my name. Stephanie and Kelly cut through the complications like butter and made the entire process seamless for my wife and I. When I turn 65, I will definitely be reaching back out to them. I recommend that anyone else should do the same."
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