Elefante Financial Services

Welcome to Elefante Financial Services, a financial planning and wealth management firm dedicated to helping you achieve your financial goals. We believe that planning is the cornerstone of successful client relationships and is essential to understanding your objectives and helping you take control of your financial future. Our firm is committed to providing you with the highest level of service and expertise to help you navigate the complexities of the financial world.

Our Philosophy

At Elefante Financial Services, we take a "planning first" approach to financial planning. We believe that a sound financial roadmap is just the start, and that taking care of loved ones with detailed estate planning strategies is crucial. Our team of experienced professionals is dedicated to providing you with personalized financial strategies that align with your unique needs and goals. We take the time to understand your financial situation, priorities, and values, and use this information to create a customized plan that is tailored to your specific circumstances.

Our Services

We offer a comprehensive range of financial planning and wealth management services designed to help you achieve your financial goals. Our services include:

• Financial Planning: Our team of certified financial planners will work with you to create a customized financial plan that takes into account your unique situation, goals, and priorities.
• Investment Management: We offer a variety of investment strategies designed to help you grow and protect your wealth. Our team of experienced investment professionals will work with you to create a diversified portfolio that aligns with your risk tolerance and investment objectives.
• Retirement Planning: We can help you navigate the complex world of retirement planning, from determining how much you need to save to creating a distribution strategy that minimizes taxes and maximizes income.
• Estate Planning: Our team of experienced professionals can help you protect your assets and ensure that they are distributed according to your wishes. We can help you create a comprehensive estate plan that includes wills, trusts, and other estate planning tools.
• Insurance Planning: We offer a variety of insurance products designed to help you protect your family, your business, and your assets. Our team of experienced insurance professionals will work with you to create a customized insurance plan that meets your unique needs.

Our Team

Our team of experienced professionals includes certified financial planners, investment managers, retirement planning specialists, and estate planning attorneys. Our team is committed to providing you with the highest level of service and expertise to help you achieve your financial goals.

Gary Elefante, CFP, is the founder and principal of Elefante Financial Services. Gary has been a financial advisor since 2001 and has spent over 20 years in technology sales and sales management. He holds a bachelor's degree in Economics from Rutgers University and an MBA in Finance.

Our Community

At Elefante Financial Services, we are committed to giving back to our community. We are proud to support local charities and organizations that make a positive impact in the lives of those in need.

Thank you for considering Elefante Financial Services for your financial planning and wealth management needs. We look forward to the opportunity to work with you and help you achieve your financial goals.