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The Beacon Retirement Group
Categories
Retirement Planning ServicesFinancial ServicesInsuranceProfessional ServicesProfessional Services
Hours:
8-5PM
Driving Directions:
From North take Central Ave to Stark Ave. Continue on Dover Point Road at the lights. Go past the Dover Point Office Park entrance and take your second left on to Harvest Drive.
About Us
Securities and advisory services offered through LPL Financial, member FINRA/SIPC. Insurance offered through The Beacon Retirement Group (TBRG). LPL Financial and TBRG are not affiliated.
Rep/Contact Info
View Personal BioJared KoelkerJared is a financial planner and partner at The Beacon Retirement Group, joining the firm in 2011. He provides clients with needs-based financial planning, personalized for their unique needs and goals.
Jared believes that strong client relationships are just as important as the financial services he provides, and he is dedicated to giving ongoing financial guidance now and for years to come.View Personal BioRyan LevasseurRyan joined the Beacon Retirement Group in the summer of 2019 as an office administrator and intern. He decided to transition to a career in financial services and in the summer of 2020, Ryan joined the team as a full time advisor.
As a professional musician, he tends to think creatively, listen attentively, and communicate effectively. This is also one of the qualities he believes makes him a good team member for Tom and Jared.
He considers himself to be a “servant leader”. He feels that the way to make a difference in life is to give back to your community and take that as seriously as any other endeavor.View Personal BioThomas LevasseurTom is the Founding Principal of the Beacon Retirement Group. He has assisted clients with their retirement and insurance needs for more than 30 years.
Tom’s experience and industry knowledge has made him a valuable resource and advocate for his clients and their families. He is committed to providing clients with clear information and thorough strategies designed for their unique situation and life goals, all with a high level of service and attention to detail.Tell a Friend