Beneficial Capital Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jason J Innocenti

Jason J Innocenti

Financial Advisor

Chief Executive Officer of Beneficial Capital Group
Visit Jason J Innocenti's website
Joseph A Siragusa

Joseph A Siragusa

Financial Advisor

Managing Partner
Visit Joseph A Siragusa's website
Paul Nader

Paul Nader

Financial Advisor

Managing Director
Visit Paul Nader's website
Leonard Loesch

Leonard Loesch

Financial Advisor

Visit Leonard Loesch's website

Team

Patrick T. Monahan

Patrick T. Monahan

Paraplanner

Qualifications

  • FINRA Series 7
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Christine Mehr

Christine Mehr

Administrative Assistant