Matthew Appel

Partner

Retirement Planning Specialist

At Retirement Group

How I can help you

Matt Matt's mission is to help business owners and families achieve financial success through prudent risk management and comprehensive wealth management.  He continues to help his clients effectively plan for life goals by creating and monitoring their overall financial plan.  He specializes in the following areas:

- Retirement Planning Strategies

- Estate Planning Strategies

- Retirement Distribution Planning

- Portfolio Construction and Management

What makes me knowledgeable

Matt is a graduate of Rowan University and completed the Stonier Graduate School of Banking at the University of Delaware and also received a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania.  Matt has over 30 years of experience helping clients achieve their goals.

Getting to know me

Matt and his wife Kerry are actively involved in their community in Wall Township, NJ and he is the proud father of their four children. He currently serves on the Board of Directors for the Monmouth-Ocean Development Council, is President of the Wall Crimson Knight Foundation and also serves on the Board for the Wall Business and Finance Academy.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

 

 

 

 

 

 

 

 

 

 

 

 

 


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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 Office Locations

Nutley, NJ

is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 732-292-3320
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