Matthew Appel

Matthew Appel

Partner

Matt has practiced in the financial services field for over 25 years. Matt’s mission is to help business owners and families achieve financial success through prudent risk management and comprehensive wealth management.  He focuses on working with business owners and individuals in the following areas:

  • Retirement Planning
  • Estate Planning Strategies
  • Retirement Distribution Planning
  • Business Planning
  • Personal Savings Strategies
  • Investment Analysis

Matt has been a leader in the financial services industry for over 25 years with a background in insurance and investment planning, commercial banking and tax planning strategies. He has earned numerous industry honors including membership in the Million Dollar Round Table which honors the top 5% of financial professionals.

Matt is a graduate of Rowan University and completed the Stonier Graduate School of Banking at the University of Delaware and a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.

Matt is also actively involved in the community and lives in Wall Township, NJ with his wife Kerry and their 4 children. 

Professional Qualifications:

  • Million Dollar Round Table Qualifier
  • Member of the Jersey Shore Chamber of Commerce
  • Member of the Monmouth-Ocean Development Council
  • Member of the Jersey Shore Public Relations & Advertising Association

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Beacon Wealth Partners is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 732-292-3320
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