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About Beacon Wealth
At BWMG, located in Union, NJ, we specialize in guiding individuals and businesses through the complexities of financial planning and wealth management. Our services encompass everything from estate and tax planning to retirement strategies and investment advising, ensuring that our clients make informed decisions tailored to their unique financial goals. We focus on comprehensive financial strategies that not only address immediate needs but also pave the way for long-term financial health and stability. Whether you're seeking to grow your investments, secure your family's future, or plan for a successful business transition, our expertise is here to help you navigate your financial journey with confidence.
About Beacon Wealth
At BWMG, located in Union, NJ, we specialize in guiding individuals and businesses through the complexities of financial planning and wealth management. Our services encompass everything from estate and tax planning to retirement strategies and investment advising, ensuring that our clients make ...
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Reviews
(9) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
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4 Stars
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5 Stars
(9)
B
Bill Moloney
ServicesFinancial planning
R
Ralph MATRISCIANO
ServicesInvestment advising, Tax planning
R
Richard Essig
Had a full update and all concerns answered. Well organized.
S
San K 555
Very thorough and thoughtful financial planning.ServicesFinancial planning, Retirement savings consulting, Investment advising
C
Cary Z
Excellent service as always going the extra miles to satisfy us. Very knowledgeable in financial investment. Thank you Luis Dacosta.
M
Michael Tiger
Best in class. I cannot say enough about Anthony. He's brilliant and forward thinking. He's in this profession to truly do right by his clients.
D
Dina Prus
Always on target. My investments are growing even better than I expectedServicesFinancial planning, Insurance purchase consulting, Estate planning, Retirement savings consulting, Investment advising, Wealth management, General investment consulting
P
Paul Siderio
Anthony Calabrese has the best interest of all of my family while handling our accounts and all of our questions. I highly recommend him to anyone who is interested in their financial well being.ServicesFinancial planning
T
Tom Clark
Always a pleasure to sit with the Team at Beacon Wealth to review our progress! They answer all of my questions and offer valuable suggestions to improve my portfolio! They're knowledge is OUTSTANDING and they're RESULTS speak for themselves!! Great job Luis, Anthony, Sean and Isela!!ServicesFinancial planning
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Reviews
(9) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(9)
B
Bill Moloney
ServicesFinancial planning
S
San K 555
Very thorough and thoughtful financial planning.ServicesFinancial planning, Retirement savings consulting, Investment advising
R
Richard Essig
Had a full update and all concerns answered. Well organized.
R
Ralph MATRISCIANO
ServicesInvestment advising, Tax planning
D
Dina Prus
Always on target. My investments are growing even better than I expectedServicesFinancial planning, Insurance purchase consulting, Estate planning, Retirement savings consulting, Investment advising, Wealth management, General investment consulting
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