Beacon Wealth Management Group, LP

Financial Services - Union, NJ, US

Beacon Wealth Management Group, LP Employees
Luis DaCosta

Certified Financial Plannerâ„¢

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Robert Zwigard

senior vice president, director of estate and family succession planning

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Anthony M.

SVP/Director of Income Planning

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Anthony Cpfa

SVP/Director of Income Planning

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Brian Aif

Financial Advisor/Principal at Beacon Wealth

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Beacon Wealth Management Group, LP Details

Beacon Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation, send us an email or give us a call at (973) 335-0100. * " Securities offered through LPL Financial, Member SIPC www.sipc.org . " ** " Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. " *** " For a list in which states I am/we are registered to do business, please visit www.beaconwmg.com. "

Beacon Wealth Management Group, LP logo, Beacon Wealth Management Group, LP contact details
Website: bwmglp.com
Employees: 5 - 9
HQ: 973-335-0100
Location: Union, NJ, US
Revenue: Not Available
Corporate Pension and Retirement Plans Wealth Accumulation and Income Planning Estate Planning Insurance and Investment Planning Comprehensive Personal Financial Planning Corporate Insurance and Employee Benefits Financial Services Financial Advisory Services
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