Our Firm

At Beechwoods Financial Solutions, we believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. In fact, that’s the reason we do what we do. We want to help you define and achieve your goals. We probably have many of the same hopes and aspirations as you, and we want to share all of the resources and information our firm has to offer. 

We believe in the old adage; two heads are better than one.  With a combined 40 years of experience, we take a team approach in developing and implementing financial solutions for our clients. 

We work with many fund families, including American Funds, Calvert Funds, Franklin Templeton, Invesco, MainStay Funds, MFS, Nuveen, Oppenheimer, Pioneer, Putnam, and others. 

We have established relationships with many insurance carriers. Among them, we are proud to offer New York Life, a mutual insurance company.




What is a mutual insurance company? Mutuality means a lot.

Why New York Life? Because financial strength matters. A lot.




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