As you know I have been on a journey to find a partner firm to work with on a day-day basis.

After meeting with numerous firms and advisors, I am thrilled to announce our strategic partnership with Michael Cocco, CFP®, ChFC® and his firm Beacon Wealth Partners, however I’m keeping my firm under Pollack Financial Group.  BWP was founded by Mike's dad Salvatore Cocco thirty years ago.  I’ve known Sal and Mike for over 10 years.  A very warm and fuzzy group.  You will find Mike and I share the same values - family, transparency, and education guide our work. Mike began his career with Equitable Advisors, 19 years with one of the largest broker/dealers in the industry.  They support our independence model and provide a platform with services and technology that strive to enhance our experience with you and your families.

Mike and I truly enjoy the relationships we have with our clients. Stay tuned for a client event in the fall!

Oh yes…their office is 3 blocks from my office Nutley!! We are friends and neighbors!!

To Participate please make sure to Register in advance

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC.  Beacon Wealth Partners and Pollack Financial Group are not a registered investment advisor, are not affiliated  and is not owned or operated by Equitable Advisors or Equitable Network .AGE-6679708.1(6/24)(Exp.6/26)