Welcome!

What's New?

           Beechwood Financial Services, LLC has partnered with Global
    Arena Investment Management to offer portfolio management
    services.  Please see www.globalarenaim.com for details.
A Brief Overview

           Most everyone has financial "worries". They may involve just
    making it from one paycheck to the next, or comfortably managing
    their debt obligations, or arranging for college tuition, or putting
    enough aside for retirement, or simply protecting income and
    assets.  At Beechwood Financial we work with individuals and
    families to ease these concerns.

            We do this through a process which considers all aspects of a
    client's financial situation allowing us to determine his fiscal health.
    We then lay out the strategies and tactics we think will help the client
    achieve his life goals.
Why Choose Us?

  • 20 years of experience in the financial services industry.
  • The highest degree of professionalism and integrity.
  • A "fee-only" compensation structure that removes conflicts of
    interest and ensures objective advice.
  • An affordable and flexible fee structure that meets the needs of our
    clients.
Important Legislation News

  • The American Recovery and Reinvestment Act of 2009 provides for tax relief for individuals and
    families, tax incentives for businesses, and assistance for families and unemployed workers.
  • The Emergency Economic Stabilization Act of 2008 created the TARP which authorizes the
    government to purchase mortgage-related and other "troubled" assets.
  • The Small Business and Work Opportunity Act of 2007, passed in May 2007, impacts the Section
    179 depreciation expense, employer credits, business filings, S corporations, and Kiddie Tax
    rules.
  • The Pension Protection Act of 2006, passed in August 2006,  impacts 401(k), IRA and 529 plans.
  • The Tax Increase Prevention and Reconciliation Act of 2005, passed in May 2006, impacts
    qualified dividend and long term capital gains tax rates, Roth IRA conversions, and "kiddie tax"
    rules.
7 Beechwood Road
Verona, New Jersey  07044
Tel: 973-592-5551
Registered Investment Advisor - New Jersey