Licensed Financial Professionals in Palm Beach County, Florida
INTRODUCTION ABOUT US
Introducing Our Licensed Financial Professionals
Embark on a journey towards financial prosperity with Elevate Financial, your prime choice for comprehensive financial services. At Elevate Financial, we pride ourselves on our unwavering commitment to our clients’ financial success, offering a tailored approach to wealth management, retirement planning, investment strategies, and more.
Our Happy Clients
Our Active Members
Award Achievement
ABOUT THE OWNER
Meet Kevin Medina
With a passion for empowering individuals and families to achieve financial success, Kevin A. Medina founded Elevate Financial with the vision of providing comprehensive financial services to clients worldwide. As a licensed CPA, MBA, and Florida REALTOR, Kevin brings a wealth of expertise to his role as Founder & CEO, specializing in tax minimization, life insurance, real estate, and retirement planning. With a commitment to integrity, innovation, and excellence, Kevin and the Elevate Financial Team are dedicated to helping clients navigate the complexities of personal finances and taxes to achieve their short and long-term goals.
As a company, we want to provide financial education, protection, and a sense of security to millions of families across the world. We believe in the transformative power of financial education and think every family has a right to receive it. Our mission is to elevate the confidence of money to millions of families by offering comprehensive financial services. Our vision is to be the leading global provider of financial empowerment, recognized for our unwavering commitment to helping millions of families plan for a better future.
We aspire to make a positive impact on our communities. We believe that financial well-being is a catalyst for societal progress, and we actively contribute to initiatives that uplift and strengthen the fabric of our global community.
MAKING A DIFFERENCE FOR FAMILIES & BUSINESSES FOR OVER TEN YEARS
How Elevate Financial Makes a Difference
When it comes to your financial future, trust is paramount. With Elevate Financial, you can have confidence knowing that you have a trusted partner by your side, guiding you towards your financial goals with expertise, integrity, and dedication. Experience the Elevate Financial difference and unlock the full potential of your wealth. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Financial Professionals Servicing Palm Beach County
Ready to take control of your financial future? Trust the seasoned financial professionals at Elevate Financial in Delray Beach to guide you towards success. Whether you’re planning for retirement, investing for the future, or seeking expert guidance on wealth management strategies, our experienced team is here to provide personalized solutions tailored to your unique needs. Schedule a consultation today and experience the difference of working with a trusted partner committed to your financial well-being. Your journey towards financial prosperity starts here with Elevate Financial.
CLIENT TESTIMONIALS
What Our Clients Are Saying About Elevate Financial
Kevin and his team’s personalized approach ensured that every aspect of my tax situation was meticulously analyzed and addressed, resulting in a tailored strategy that maximized my savings while remaining fully compliant with all regulations. Through their guidance, I’ve gained a deeper understanding of my financial landscape, allowing me to make more informed decisions with confidence on future returns for my personal business venture.
Sylvain Sahel, MBA & Georgina Sahel
REAL ESTATE AGENT & PROJECT MANAGER
Kevin is professional yet approachable in his tax preparations. He always offered good guidance and I would highly recommend his services.
Monica & John Esposito
Family Medicine Physician
If you’re looking for the best CPA & Financial Professional around, you’ve found your guy! Kevin has done our taxes the last two years, and both times we’ve gone in expecting to owe money, and instead, he’s gotten us significant refunds! Kevin is very professional and works extremely fast. Not to mention, his professional services are incredibly affordable, which is just the icing on the cake! We even secured our tax-exempt life insurance policies through him. In summary, we’ll be sticking with Kevin year after year.
Ish & Nicole Green
Lawyer and Teacher
I just wanted to say thanks for everything. I’ve found a way to turn my worry into motivation. Our conversations are exactly what I needed to get moving on what I’ve been telling myself I want to do: course creation for passive income! I’ve been procrastinating, and this is the reality check I needed to light a fire under me.
Jen Myers
therapist
David & Caroline DeMesquita
DeMesquita Nutrition - Functional Online Health Coaching:
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