David Elefant Wealth Management Group

Financial ServicesNew Jersey, United States0-1 Employees

Celebrating over 50 years of ongoing service David Elefant Wealth Management Group is dedicated to providing individuals and families with well informed financial and tax related solutions that can best allow them to reach their personal goals by combining knowledge, expertise and a holistic approach when addressing complex financial situations. With a fast changing economy, shifting tax laws and an ever widening array of financial options available, it is essential to have a personal adviser who understands the tools and solutions to help meet your financial goals. As your adviser we can offer more choices, with fewer hassles, leading to a better life balance. The David Elefant Wealth Management Group can guide you through the complex financial strategies the world now offers to all of us. Our approach leverages the strengths of our knowledge in multiple disciplines and blends together: Investment Services Individual and Business Tax Matters Retirement & Estate Planning Risk Management Contact telephone number: (973) 627-6066 (Securities and Advisory Services offered through Commonwealth Financial Network, member of FINRA/SIPC, a Registered Investment Advisor. Tax services offered by Garden State Income Tax Services, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency or David Elefant Wealth Management Group.) This communication is strictly intended for individuals residing in the state of AZ, CA, CO, DC, DE, FL,GA, IL, MA,MO, NJ, NY, PA, SC, UT,VT and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use: www.commonwealth.com/termsofuse.html

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