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Our Communitymarketingwithjosie@gmail.com2024-05-06T14:12:06-04:00

Education Events

2023 – 2024

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Healthcare Class

Healthy Lifestyle Forum

Healthy Lifestyle Forum

Healthy Lifestyle Forum

Healthy Lifestyle Forum

Tax Class

Healthcare Class

Healthy Lifestyle Forum

Healthy Lifestyle Forum

Healthy Lifestyle Forum

Healthy Lifestyle Forum

Tax Class

Healthcare Class

“One of the best things about community is that it enables us to welcome and help people in a way that we couldn’t as individuals.” – Jean Vanier

Appreciation Events

2023 – 2024

Office Visits

Appreciation Dinner

Appreciation Dinner

Appreciation Dinner

Appreciation Dinner

Open House

“Customer service is an opportunity to exceed your customer’s expectations.” – John Jantsch

Beacon Wealth Advisors

19520 West Catawba Avenue

Suite 311

Cornelius, NC 28031

(704) 947-8444

Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. Beacon Wealth Advisors and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Beacon Wealth Advisors offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Beacon Wealth Advisors and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar. Copyright 2019 Beacon Wealth Advisors | All Rights Reserved | Powered by Sharp Digital Marketing.

Education Events

2023 – 2024

Tax Class

Healthcare Class

Healthy Lifestyle Forum

Healthy Lifestyle Forum

Healthy Lifestyle Forum

Healthy Lifestyle Forum

Tax Class

Healthcare Class

Healthy Lifestyle Forum

Healthy Lifestyle Forum

Healthy Lifestyle Forum

Healthy Lifestyle Forum

Tax Class

Healthcare Class

“One of the best things about community is that it enables us to welcome and help people in a way that we couldn’t as individuals.” – Jean Vanier

Appreciation Events

2023 – 2024

Office Visits

Appreciation Dinner

Appreciation Dinner

Appreciation Dinner

Appreciation Dinner

Open House

“Customer service is an opportunity to exceed your customer’s expectations.” – John Jantsch

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