Beacon Wealth Partners

Beacon Wealth Partners

Financial Services Nutley, New Jersey, United States 11 employees
Employees
11
Contacts
2
Emails
2
Phones
2

Beacon Wealth Partners Overview

Headquarters
Nutley, New Jersey, United States
Industry
Financial Services
Employees
11
Founded
2018
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About 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)

Beacon Wealth Partners Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Beacon Wealth Partners Org Chart

Sample employees and titles
Name Title Contact
Nicholas Mills Financial Consultant at Equitable
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Michael Cocco, Cfp®, Chfc® Certified Financial Planner™
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Daniel Cocco, Cpfa®, Aif® Certified Plan Fiduciary Advisor
Email Phone
Salvatore Cocco Managing Partner at Beacon Wealth
Email Phone

Employees by Management Level

Individual contributor 6 profiles

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0
Executive 1 1 0

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