BEACON INVESTMENT SOLUTIONS INC
PARKLAND, FLORIDA

Beacon Investment Solutions Inc., a Florida-based financial services firm, was founded by distinguished leaders including Mark Tannen and Marcos A. Acevedo Jr. It specializes in providing comprehensive financial consulting, tax planning, and investment solutions tailored to individual clients as well as corporate entities. The firm's dedicated professionals possess extensive experience across various fields, enabling them to offer expert advice in areas such as accounting, taxation, employee benefits, estate planning, pension-related services, and more. Mark Tannen serves as the President of Beacon Investment Solutions Inc., bringing over 28 years of financial expertise primarily focused on accounting, tax consulting, and business advisory. A Babson College graduate, he holds a Bachelor's degree in Accounting and is a member of both the American Institute of CPAs and the Massachusetts Society of CPAs. With his extensive background, Mark has previously maintained his own consultancy spanning two decades. Marcos A. Acevedo Jr., also serving as President specifically for the Palm Coast office, contributes to the firm's leadership following an illustrious career in law enforcement with NYPD. Educated at John Jay College of Criminal Justice where he earned a B.S. in Criminology, his post-retirement years have been devoted to financial services after acquiring essential securities and insurance licenses. Another key partner is Stewart M. McGough, who chairs the Employee Benefits Practice Group at Scolaro, Fetter, Grizanti, McGough & King, P.C., focusing on employee benefits, fiduciary duties, and tax planning for diverse clients including businesses and individuals. Practicing as a recognized expert witness in pension-related litigations, Stewart's expertise extends beyond state borders with his admissions to both the New York and Florida Bars. His prolific contributions to professional knowledge through articles and lectures reflect his deep commitment to evolving financial strategies under regulatory frameworks like ERISA. Operating independently yet equipped with access to an extensive range of investment products via affiliations with broker-dealer networks, Beacon Investment Solutions Inc. offers personalized services emphasizing client rapport over transactional interactions. The firm’s address is 7487 NW 127TH Manor in Parkland, Florida, and has been operational since its incorporation on December 15, 2006. For inquiries or education program schedules, prospective clients can contact the firm at a selection of provided phone numbers. Through its foundational principles, Beacon Investment Solutions Inc. upholds a commitment to enhancing financial security for diverse communities across various sectors including education, retirement planning, and business growth initiatives. The company's integrity is further assured by adherence to Florida's corporate regulations as affirmed under File Number P06000154044. Their latest Annual Report was filed on April 2, 2024.