Elliot provides individuals, families, and businesses
with financial strategies for wealth accumulation and
protection while minimizing risk and lowering taxes. Elliot also helps his
clients to enjoy their wealth over their lifetime with
family and charities and still leave a legacy to their
heirs, often with minimal or no Federal Income and
Estate Taxes. Elliot’s personalized financial services
a
ims to build wealth, helping protect his clients from
the roller coaster ride of the market and the overall
volatility of today’s economy. He can also help to
minimize tax exposure, increase financial flexibility,
and provide a source of funds that can be used to
address present and future needs and desires. Elliot’s
specializes in working with business owners and
families, providing a comprehensive approach to
effective financial services. A graduate of Baruch
College, Elliot holds his Life and Health Insurance
Licenses in both New Jersey and New York. He also
holds a Series 6 license— that provides advisors with
the qualifications necessary to sell Mutual Funds and
Variable Annuities. He can assist you in implementing
and managing your IRA and 401(k), along with other tax
qualified plans. By making money work more
efficiently, Elliot helps his clients take advantage of
opportunities to reach their true financial potential. Registered Representative of Park Avenue Securities LLC (PAS), 300 Broadacres Drive, Suite 175, Bloomfield, NJ 07003. Securities products and services offered through PAS, (973) 244-4420. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. International Planning Alliance, LLC (IPA) is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC. Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
