The Team

Beneficial Capital Group
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

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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Paul Nader

Paul Nader

Financial Advisor

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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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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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Our Staff

Christine Mehr

Christine Mehr

Administrative Assistant