The Team

Beneficial Capital Group
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

Jason J Innocenti

Jason J Innocenti

Financial Advisor

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Designations

RFC®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

Bachelor of Science - Western New England University, Springfield Massachusetts, Notre Dame High School - Lawrenceville, New Jersey

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Joseph A Siragusa

Joseph A Siragusa

Financial Advisor

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Designations

RFC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

B.S. in Business Administration with a Concentration in Finance from Monmouth University

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Leonard Loesch

Leonard Loesch

Financial Advisor

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Designations

CPA

Top Areas of Focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

Monmouth University - BS Accounting

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Paul Nader

Paul Nader

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution

Education

Montclair State University, Upper Montclair, NJ Bachelor of Science 1981
CA Insurance #0H34897

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Our Staff

Christine Mehr

Christine Mehr

Administrative Assistant