Beaconsfield Financial Services, Inc. Beaconsfield Financial Services, Inc. is a full service brokerage firm specializing in personal relationships established between a registered representative and his/her client.
Our basic philosophy is to assist the client in determining his needs and objectives, and then to carefully match particular investment vehicles with these needs and objectives.
As Beaconsfield has no in-house proprietary products, makes nomarkets, and holds no inventory, its recommendations are free from those influences and conflicts of interest naturally arising from such positions.
Our philosophy further reflects Beaconsfield's goals to establish satisfactory long term client relationships, founded on private, personalized service. We make our money from the openly explained commissions attached to the sale of investment "products" we may suggest to reach the clients objectives. Obviously, Beaconsfield extends its best efforts to perform at the highest levels possible, to maintain a satisfield long-term client base.
Beaconsfield Financial Services, Inc. makes available products and services, including:
- Mutual Funds
- Annuities: Variable and Fixed
- Guaranteed Life Time Income
- Roth and Traditional IRA's
- Rollover IRA's
- Simple IRA's
- 401K Plans, Pension and Profit Sharing Plans
- 529 Plans for College Education
- Cash Management Accounts
- Tax Free Municipal Bonds
- Corporate Bonds
- Life Insurance
- Portfolio Management
- Gas Well Drilling Programs
- U.S. Treasury Securities
- Unit Investment Trusts
- Zero-Coupon Bonds
A strong portfolio is built on a sound foundation. Long the cornerstone
on any financial plan, insurance is an invaluable means to protect
your heirs and assets in the future while building an investment
portfolio today. Working with your stated objectives and goals,
we have the expertise and resources at Beaconsfield Financial
to direct your invesment strategies.
Corporate Client Services
Over the years Beaconsfield has successfully endeavored to meet
the changing needs of both large corporate clients and individual
business entrepreneuers. Beaconsfield's representatives can offer
a multitude of superior products and services, custom tailored to
your particular needs. The following list suggest areas in which
Beaconsfield may work with your company.
- Private Placements
- Mergers, Acquisitions and Divestitures
- Management Buyouts
- Venture Capital
- Institutional Sales and Trading Services
- Qualified Pension and Profit Sharing Plans
- 401K's, SEP IRA's and Simple IRA's
Beaconsfield Financial Services, Inc. is a member of FINRA and SIPC