Meet Our Team
We believe that financial planning should be accessible to everyone. Most people will be able to meet their financial goals if they are guided by sound advice. The future you hope for is shaped by the advice you receive and the steps that you take along the way. It's not just about making money, it's about achieving a balance in your life, so that you can find more time to do the things that you want to do.
Gary Bonavita, CLU, ChFC®
Financial Planner | Investment Advisor Representative | Financial Services Representative
(201) 712-0383
Michael Werfel
Financial Planner | Investment Advisor Representative | Financial Services Representative
(201) 712-0383
Jason Braunstein
Financial Planner | Investment Advisor Representative | Financial Services Representative
(201) 712-0383
