Professional Financial Services

Elevate Your Financial Future

At Elevate Financial, we offer a wide range of financial services designed to empower you to achieve your goals and secure your future. Whether you’re seeking tax minimization strategies, retirement planning guidance, investment advice, or comprehensive financial planning, our experienced team is here to provide expert guidance and personalized solutions tailored to your unique needs. Explore our services below to learn more about how we can help you elevate your financial future.

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WHAT WE OFFER

Financial Services For Clients

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Financial Education
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Tax Return Preparation & Planning
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Real Estate Services
Final Expense & Funeral Concierge Services
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Take Control of Your Finances Today

Ready to take control of your financial future? Contact Our professional financial team today and let us help you achieve your financial goals. Whether you’re planning for retirement, saving for your children’s education, or looking to grow your wealth, our team of experienced professionals is here to provide personalized solutions tailored to your unique needs. Don’t wait any longer to secure your financial success – call us now to schedule your consultation and take the first step towards an Elevated Future far more than you can imagine!

BOOK APPOINTMENT

Book Appointment To A Complimentary Consultation

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CLIENT TESTIMONIALS

What Our Clients Says About Elevate Financial

5/5

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
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5/5

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
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5/5

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
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5/5

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
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5/5
First off, it’s extremely difficult to find a good CPA. I had a good one, but unfortunately he retired. Then we tried two others, and they were just a mess. I was running out of hope until I finally ran into Kevin. I was running out of hope until I finally found Kevin. Not only did Kevin execute the year-end job in a timely manner, but what’s most impressive is how quickly he communicates. As a business owner, I know how challenging it is to maintain fast communication, and Kevin’s responsiveness is second to none. I refer anyone looking for a CPA to Kevin and highly recommend trusting him. The amount of money I’ve saved is just a bonus!
 
David & Caroline DeMesquita
DeMesquita Nutrition - Functional Online Health Coaching:
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Schedule an Appointment To Start Your Process

The ELVT Financial team is very excited to help you grow and be more financially successful. Contact us today for a Complimentary Consultation. 

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How Our Financial Services Differ

Elevate Financial stands out from other financial professionals by offering a unique blend of personalized service, comprehensive expertise, and a relentless dedication to our clients’ financial success. Unlike traditional firms, we go above and beyond to understand each client’s individual needs, aspirations, and circumstances, crafting tailored solutions that align perfectly with their goals. With a team of seasoned professionals who are committed to going the extra mile, we fight tirelessly to ensure that every client achieves their financial objectives, empowering them to build a brighter future with confidence and peace of mind.

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