• Skip to main content
  • Skip to footer

Beacon Wealth

  • What We Do
    • Screen Your Portfolio
  • Who We Serve
    • Individuals and Families
    • Business Owners
    • Pastors, Missionaries and Ministry Staff
  • About Us
    • Our Team
    • Locations
      • Roanoke, Virginia
      • Alexandria, Virginia
      • Richmond, Virginia
      • State College, Pennsylvania
      • Hickory, North Carolina
      • Charlotte, North Carolina
      • Raleigh, North Carolina
      • Orlando, Florida
      • Lansing, Michigan
    • Testimonials
  • Careers
  • Resources
    • Blog
    • Book
    • Giving Back
    • Interviews
  • Client Logins
    • Client Portal
    • Charles Schwab
    • MoneyGuide Pro
    • RightCapital
  • Contact

Schedule A Call

Personal Data Request

Personal Data Access, Rectification & Erasure Request

Please fill out this form if you are a resident of the European Union and wish to exercise your right to access, rectify, delete or object to further processing of the Personal Data we may have about you.

About Your Personal Information

The information you provide here will be processed solely for the purpose of verifying your identity, identifying the information you're requesting, and answering your request. Your personal information will be accessed by client's staff only.

How we will process your request

We will answer your request, or request additional information from you within 30 days.

The processing of this request is free of charge, but we reserve the right, as allowed under GDPR Article 12 (5), to charge an administrative fee under certain circumstances.

Please note that we may refuse to act, as allowed under GDPR Article 12 (2) and 12 (5), on requests that are insufficiently substantiated, unfounded or excessive.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Consent*

Contact Info

Email : info@beaconwealth.com

Phone : 1 (540) 345 - 3891

Fax : 1 (888) 971-3687

dashicons-youtube dashicons-facebook-alt dashicons-linkedin

Beacon Wealth: Site Footer Logo
2024 Best Christian Workplace

Financial Planning & Investment Advisory services offered through Beacon Wealth Consultants, Inc., an Investment Advisor registered with the U.S. Securities and Exchange Commission. Beacon Wealth Consultants may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

ADV | ADV 3 CRS | Business Continuity Plan | Privacy Policy | Web Accessibility | Site Map

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply

Designed by TinyFrog Technologies