Welcome to Beach Financial Services!

Beach Financial Services is a comprehensive financial services firm committed to helping our clients achieve their long term financial goals. We stand on three principles: experience, integrity and service.

We provide our clients with customized investment programs.  Our process begins with an in-depth analysis of your goals and objectives, risk profile and current financial situation. Based on that overview, we then develop a personalized financial plan from a wide array of available products. As an independent firm without "in-house" products, we can recommend investments without bias that we believe will best suit your needs.

Beach Financial Services is a Branch Office of Centaurus Financial, Inc., a Registered Investment Advisor and National broker/dealer, Member FINRA and SIPC. Through Centaurus Financial Inc., we have access to most financial and insurance products available today. This enables our firm to provide products to meet the specific needs of our clients.

We encourage you to explore our site to learn more about the services we provide.  Should you have any questions or would like more information, please feel free to email us at jbeach@cfiemail.com or call at (269)-469-4534. We look forward to hearing from you!