Beacon Wealth Partners

Beacon Wealth Partners is a financial planner in Franklin, NJ. The firm serves individuals, multi-generational families, and privately-held businesses, offering financial planning, investments, and insurance tailored to clients whose needs change over time. Specific services include retirement and estate planning, group retirement plans and benefits consulting, and risk management and insurance solutions, with fee-based and non-fee based planning available through financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor. The firm also produces short educational videos under the name BeaconTV and maintains a blog with views and tips on financial planning and the markets. It holds a rating of 5.00.

The Beacon Wealth Partners team works across multiple New Jersey offices, with the Nutley, NJ office led by partners Daniel Cocco (CPFA, AIF), Michael Cocco (CFP, ChFC, Managing Partner), and Salvatore Cocco, Jr. (CLU, Managing Partner). The Wall, NJ office includes partners Matthew Appel, Michael Kelly, David Lo, Nicholas Mills, Keith Onto (CFP, AEP, ChFC, MBA), Blake Benton, and Gregg Pellecchia, while the Woodbridge, NJ office is staffed by Brian Morris (AIF), Patrick Morris (ChFC, CLU, Managing Partner), and Michael Teichman (CFP). Advisors hold credentials such as CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant, Chartered Life Underwriter, and Accredited Estate Planner, and bring experience with financial products, retirement plan consulting, and cost-effective guidance designed to help clients reach their goals. The firm's approach centers on building a holistic plan around each client's priorities, providing customized strategies and ongoing service as life circumstances evolve.

Beacon Wealth Partners is located at 356 Franklin Ave. With no reviews yet on file, the firm's standing rests on the five-star rating it has earned and on the professional credentials and multi-office presence of its advisory team across northern and central New Jersey.