Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Gary Bonavita, CLU, ChFC®
Financial Planner | Investment Advisor Representative | Financial Services Representative
(201) 712-0383
Married for 35 + years
Resident of Oradell NJ for 58 years
Member of the Hackensack Golf Club
Enjoys fishing and sailing with family and friends
Michael Werfel
Financial Planner | Investment Advisor Representative | Financial Services Representative
(201) 712-0383
Married for 15 + years
Resident of the Township of Washington
Volunteers time on the Zoning Board
Has 2 dogs
Enjoys golfing and collecting art and books
Jason Braunstein
Financial Planner | Investment Advisor Representative | Financial Services Representative
(201) 712-0383
jbraunstein@financialguide.com
Neal Desai
Investment Advisor Representative
Neal Desai is a dedicated Financial Advisor and Investment Advisor Representative with a robust foundation in finance and investment strategy. A proud alumnus of Indiana University – Bloomington, Neal was an active member of the Epsilon Nu Tau Business Fraternity, where he served on the board and co-headed the financial investment review program. His academic and extracurricular experiences have equipped him with a deep understanding of financial markets and a strategic approach to client investments.
Whether you’re just starting out, growing your family, preparing for retirement, or seeking to protect all that you’ve worked for, Neal is committed to helping you find the right solutions to make the most out of today, tomorrow, and the years to come.
Outside of his professional life, Neal is a fitness enthusiast, committed to a healthy and active lifestyle. He also has a passion for international travel, exploring new cultures and destinations around the world. Neal combines his expertise in financial services with a zest for life, ensuring a well-rounded approach to both his professional and personal pursuits.
I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.