Beacon Associates

Maumee, Ohio

5.0 (47 reviews)
Call (419) 482-0280 Visit website →

About

Beacon Associates is an SEC-registered investment advisor based in Maumee, Ohio, offering investment advisory services alongside insurance analysis and Medicare guidance through affiliated entities. Led by founder Steven V. Wise (MBA, CF2®), the firm employs a four-step planning process—discovery, analysis, solution, and implementation—centered on retirement strategy and risk assessment. The firm holds an A+ Better Business Bureau rating and has served the Maumee community for over 20 years.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5:30PM, Tuesday: 8:30AM-5:30PM, Wednesday: 8:30AM-5:30PM, Thursday: 8:30AM-5:30PM, Friday: 8:30AM-4PM, Saturday: Closed
SEC registered
No
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