Financial Advising & Education | Life Insurance | Long Term Care | Tax Preparation | Funeral & Will Management
Our Team Of Licensed Financial Professionals
INTRODUCTION ABOUT US
Introducing Our Licensed Financial Professionals
The professional financial team at ELVT Financial is dedicated to providing expert guidance and personalized solutions for individuals and businesses seeking to achieve their financial goals. With years of experience in areas such as retirement planning, tax strategies, real estate, life insurance, and funeral planning, they take a holistic approach to ensure every client’s unique financial needs are met.
Their commitment to excellence, transparency, and a client-first approach sets them apart, making them a trusted partner in navigating complex financial landscapes. Whether it’s securing a stable future or managing current assets, ELVT Financial’s team is here to help clients make informed decisions.
Why Choose Our Team of Licensed Financial Professionals
Choosing Elevate Financial means working with a team of licensed financial professionals who are dedicated to helping you achieve financial security and success. Our experts bring deep industry knowledge, personalized strategies, and a commitment to excellence in every aspect of financial planning, from investments and tax preparation to life insurance and real estate. We take the time to understand your unique goals and provide tailored solutions that maximize growth, protect your assets, and ensure long-term stability. With Elevate Financial, you gain trusted advisors who prioritize your financial well-being, offering expert guidance and ongoing support to help you make informed decisions with confidence.
Schedule an Appointment To Start Your Process
The team is very excited to help you grow and be more financially successful. Contact us today for a complimentary Consultation.
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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