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Beacon Wealth Team
2900 Bristol Street, Costa Mesa, California, United States
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About the Beacon Wealth Team
Beacon Wealth Team, located at 2900 Bristol Street in Costa Mesa, California, is a finance institution that offers comprehensive wealth management services beyond just stocks and bonds. They specialize in helping business owners maximize the value of their companies through a Value Acceleration Process and the Value Builder System. By improving their Value Builder Score, clients can potentially receive higher acquisition offers.
With a team of experienced professionals, Beacon Wealth Team provides premium services for business owners looking to sell their businesses. They conduct surveys to assess the owner, the company, and the market, and offer strategies tailored to meet long-term financial goals while considering risk tolerance.
Led by John Kostic, a Certified Financial Planner, Beacon Wealth Team values ethics and integrity in their services. They work with a team of experts from various disciplines to design and implement successful financial plans. Additionally, they partner with BGA Insurance for comprehensive insurance brokerage services and utilize Fee-Only Registered Investment Advisory firms for managing client investment accounts.
For clients with complex financial needs, Beacon Wealth Team offers Alternative Wealth Management solutions, as well as tax incentive assistance through American Incentive Advisors. They also provide Certified Quick Books Pro Advisor consultants for accurate financial reporting.
If you're ready to have a serious conversation about your finances, Beacon Wealth Team is ready to assist you in a fun, easy, and profitable way. Their team is dedicated to working together to help you achieve your financial goals.
Photos of Beacon Wealth Team
2900 Bristol St Building B, Suite 300, Costa Mesa, CA 92626, United States
Opening hours of Beacon Wealth Team
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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