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Beard Financial Services, Inc.


Beard Financial Services is a member of NASD, the National Association of Securities Dealers. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Beard Pension Services was founded in 1981, is a full service retirement plan, investment and consulting firm located in Youngstown, Ohio. They work closely with small business owners to design, maintain, and administer qualified pension plans such as Profit Sharing, 401k, Defined Benefit, 403 b and other types of plans.
 
Through Beard Financial Services, they manage over 350 plans and over $250 million for small to medium sized employers in Eastern Ohio and Western Pennsylvania. A plan’s administrative compliance is often the most complex and time consuming aspect of maintaining a pension plan. Beard Pension Services strives to reduce this burden by providing organization with hands on consulting to ensure that all government regulations are met.

Beard Financial Services is an independent financial institution and is not tied to any single investment product or mutual fund family. Their independence allows them the freedom to recommend the investments and plan features that meet the needs. Beard Financial Services is to provide their clients with all of their retirement plan services from a single location without the cost and complexity of dealing with multiple service providers.

Beard Financial Services, goal is to provide valuable information to their clients and local business professionals. At Beard Financial Services, part of working in your best interest means always working hard to maintain your trust.
 
 
 
 
 

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