The office was opened on 01 February, 2013. Beacon already has clients in Florida and in a number of states throughout the United States.
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With this expansion, Beacon will actively seek advisors to join the team who embrace a client-centered model of service where products are not pushed to earn commissions and clients are never put into cookie-cutter plans.
"In addition to financial planning and investment advising, Beacon will bring a collaborative model to Naples that includes tax preparation, estate planning, life insurance and annuities, and custodial and trust management," said Beacon president Michael LaVoy.
"In addition to financial planning and investment advising, Beacon will bring a collaborative model to Naples that includes tax preparation, estate planning, life insurance and annuities, and custodial and trust management," added LaVoy.
