About Us

How did we get here...

Beach & Associates Financial Services, LLC was founded in 1996 by James E. Beach. In December 2021 Jim happily settled into retirement and passed the business over to his partner of over 10 years, April Blake. As of January 1, 2022 we are now Beach, Blake & Associates. And while name has changed slightly we are still operating on the same values as before. We are committed to building relationships with financial services and insurance companies to ensure we can provide our clients with the most suitable solutions to reach their desired goals.

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Our Process:

At Beach, Blake & Associates Financial Services, LLC, our advisors take the time to sit down one-on-one with each client to help you identify what your values and goals are for the future. After identifying your insurance and financial needs, we research solutions that will provide real value to your family and business that align will with your goals. Our solutions are based on the values and mutual trust with the objective of making your life better. Your success is a lifetime process and we are with you every step of the way. We offer annual review of Financial and Insurance products to provide the newest in Investment, Personal and Business programs available in order to adjust to any changes or trends in the market. As an independent organization, we work for you not an insurance company or investment product provider. Our goal is to always provide you with the confidence and knowledge that will allow you to make informed decisions. Since we are an independent agent, we take pride in the fact that our solutions are unbiased and allow us to focus on what is best for you in order for you to reach your goals.