Using a collaborative team approach, Beadell, Dolan & Kastenbaum specializes in building custom investment portfolios to create and maintain an allocation for clients to reach their needs and goals. As a group, they form long-term relationships built on trust, strive to make the investment process as easy as possible for clients, and provide exceptional service along the way.
Briggs Beadell Jr. is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, and Virginia.
Duke Dolan is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in Alabama, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. He is licensed to offer insurance and annuity products to residents in South Carolina and Virginia.
Marion Kastenbaum is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Maryland, Massachusetts, Michigan, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, and Virginia. She is licensed to offer insurance and annuity products to residents in South Carolina and Virginia.