Profile Details

Name

Daniel Cocco

Title Financial Advisor
Business Name Beacon Wealth Partners
Address
Address1 356 Franklin Avenue
Address2
City Nutley
State New Jersey
Zip Code 07110
Phone 973-667-8650
Fax 973-667-8436
Business Type Financial Planning Services
Number of Employees 5
Description

Financial Planning, Investments, and Insurance for Individuals, Families, and Businesses

Our focus is, and always will be, our clients and helping them plan to live the life they want.

ABOUT OUR FIRM:
We are pleased to announce the formation of Beacon Wealth Partners, LLC, a financial services firm associated with the Equitable Advisors Broker/Dealer.

As a platinum group within Equitable Advisors focusing on wealth management services, our mission will be continuing to bring a high level of value to our clients. We are expanding our services and areas of focus by creating this partnership within Equitable Advisors to better serve our clients through sound, objective strategies. Our firm’s growth has been predominantly internal, built from the referrals of our clients and professional associates. At Beacon Wealth Partners, our client-centered approach will always remain as our number one focus. To meet the needs of our client base, we have teamed up with high quality, committed professionals who hold these same values for training, development, and growth.

Our combined group of professionals will enable us to provide greater focus in the following areas:

Retirement Planning – Accumulation and Distribution

Insurance Planning – Life, Disability Income, Long-Term Care

Wealth Management Strategies – managing nearly $1 Billion for our clients

Estate Planning Strategies

Strategies for Business Owners including Group Benefits

We are grateful for the opportunity to assist you in addressing your financial goals and your loyalty and friendship. We are confident that our new partnership will allow us to continue serving you at the highest level.