Larry Beebe is a Financial Adviser and past President of Beebe Financial Services, a multi-discipline financial planning firm specializing in Business Succession and Estate Planning. As an Investment Advisor Representative (IAR) with Eagle Strategies LLC., Larry is able to provide specialized retirement planning and wealth management to his clients. In addition, Larry is a charter member of The Nautilus Group of Dallas, Texas, a resource group of expert estate planning attorneys and CPA’s that assist in analyzing client business and estate needs.
Everyone’s economic and life situation is unique, and Larry enjoys working closely with each person and/or family to best understand their personal and business goals when providing advice and services. Together they will build a comprehensive plan focused on their specific financial security for today and into the future, along with their charitable and legacy desires.
After attending The University of Toledo, Larry received his professional designations at The American College in Bryn Mawr, PA. His professional designations include Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and AEP®. With the latter designation, he is one of only a few in the city of Toledo.
Larry is a past president of the Toledo Chapter of The Society of Financial Service Professionals, as well as past president of the Toledo Estate Planning Council. In addition, he is a past member of the Foundation Committee of The Toledo Hospital, previously Treasurer of Trinity Lutheran Church and School Foundation, and served on the Defined Giving board for the American Cancer Society. He was a member of the Board of Directors and Vice President of NYLARC, a five billion dollar agent owned re-insurance company. Larry is currently committed to the University of Toledo Foundation, the Maumee High School Foundation, the Cherry Street Mission and Good Grief of Northwest Ohio.
1683 Woodlands Drive
Maumee, OH 43537
Phone: (419) 241-0233
Phone II: (419) 887-4733
Fax: (419) 243-9123