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
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.