Major Clients:
Confidential
Revenue:
$250,000 - $1 million
Year Founded:
2012
Pricing:
M
Fulltime Employees:
10 - 49
Active Clients:
59
Client Retention Rate:
87%

Major Clients:
Confidential
Year Founded:
2012
Fulltime Employees:
10 - 49
Active Clients:
59
Client Retention Rate:
87%
Revenue:
$250,000 - $1 million
Pricing:
M
Secondary Services:
Social:

About - Lone Beacon

Mike Schaffman, Director of Marketing

667 Boylston Street, 5th Floor | Boston, Massachusetts, 02116

Purposeful, compliant, and tailor-made marketing is hard to come by as an independent financial advisor.

Lone Beacon recognized the need, assembled a team of successful sales and marketing pros, and asked them to dedicate their skills to one unified purpose: help the independent financial advisor attract and close prospects. Our team comes from the world of sales, broadcasting, management, digital marketing, design, and financial services.