Michael Kelly

Partner

Michael A. Kelly has practiced as a Financial Consultant since 1984. Mike’s mission is to enable individuals and businesses to maximize wealth through  judicious risk management and comprehensive asset management while focusing on tax efficiency. Mike’s forte is his commitment to personalized service for his clients. He specializes in the following areas:

  • Life Insurance Audits
  • Estate Planning
  • Retirement Income Planning
  • Investment Analysis

Mike graduated from Rutgers University where he studied Economics. He lives in Monmouth Beach with his wife, Judy. Their family includes 6 children and is now blossoming with grandchildren.

Professional Qualifications:

  • Million Dollar ROund Table Qualifier
  • Series 7, 6, 66 and 63
  • NJ LIfe and Health Insurance License
  • Member of Elite Producer Group
  • Equitable Advisors Hall of Fame Inductee
  • Completion of Wharton School of Retirement Planning Program

 

"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 collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable 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 Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com."

 

 

California Insurance License #: 0C21489


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 732-292-3395
Fax 732-292-3303
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