Beacon Wealth Partners
Nutley, NJ Woodbridge, NJ Wall, NJ •Retirement Planning – Accumulation and Distribution •Insurance Planning – Life, Disability Income Insurance, Long-Term Care •Wealth Management Strategies - helping clients to manage more than $1 Billion with our clients •Estate Planning Strategies •Strategies for Business Owners including Group Benefits NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon, as investment, insurance or financial advice. Equitable Advisors and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content. Duly registered and licensed Financial Professionals offer securities through Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Beacon Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Important Information & Disclosures: http://bit.ly/2f98X9d PPG-7056402.1(9/24)(Exp.9/28)
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
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Matt Appel
Financial Consultant & Partner · Finance & Accounting
EmailPhone - CW
Christopher Warenkiewicz
Partner · General Business & Management
EmailPhone - DC
Daniel Cocco
Partner · General Business & Management
EmailPhone - SC
Salvatore Cocco
Managing Partner · General Business & Management
EmailPhone - PM
Patrick Morris
Retirement Planning Specialist · Finance & Accounting
EmailPhone - KO
Keith Onto
Partner · General Business & Management
EmailPhone
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Top roles at Beacon Wealth Partners
4 distinct titles indexed · top 4 shown.
- 3partner
- 1financial consultant & partner
- 1managing partner
- 1retirement planning specialist
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