Beacon Asset Management Inc

16514 N Dale Mabry Hwy
Tampa, FL 33618-1325

813-269-0732

Facebook: http://www.facebook.com/BeaconAssetManagement

Twitter: @mike_lavoy

Business Highlights

Beacon Asset Management Inc. is a fee-only Registered Investment Advisor located in the Carrollwood area of Tampa. We provide financial planning, investment management, tax preperation, life and health insurance to individuals and business accross central Florida.

Payment Types

No Cash Accepted, PayPal, Personal Check

Special Services Offered

Accounting Software Implementation, Personalized Financial Analysis

Services Offered

Accounting Services, Back Taxes Filed, Bookkeeping, Business Acquisitions, College Planning, Corporate Taxes, Estate Planning, Estate Taxes, Estates, Trusts & Gifts, Federal Tax Preparation, Financial Planning, Financial Statement Preparation, Income Tax Planning, Income Tax Preparation, Income Tax Service, Individual Retirement Programs, Individual Taxes, Investment Management, Payroll Services, Pension Plans, Profit Sharing Plans, Retirement Planning, Small Business Specialists, State Tax Preparation, Tax Penalty Assistance, Tax Planning & Preparation

Customers Served

Commercial, Corporations, Estates, Individual, LLCs / LLPs, Not-For-Profit Organizations, Small Businesses

Licenses, Certifications, Accreditations

Attorney & CPA, MBA Degree, Qualified IRS Representative, CFP Certfied Financial Planner ChFC

Products Offered

Certificates of Deposit, College Investment Accounts, Consumer Loans, Investment Products, Money Market Accounts, Mortgages / Home Loans, Tax Favored Accounts--Keogh, SEP, IRA

Special Services Offered

Investment Services, Rewards Programs, Securities Brokerage, Senior Financial Services

Services Offered

Asset Management, Cash Management Services