Elevate Financial Partners - Newport Beach, California

Gitai Gordin

Elevate Financial Partners has helped me immensely with my finances over the past couple of years! Their tax mitigation strategies and use of life insurance has really opened my eyes to a whole new side of tax planning.  They really catered their strategies specifically to my financial situation and took the time to help me individually. The meetings  with Tony and Stephen were crucial to my financial path and I would highly recommend. Their staff are also very friendly and responsive to any help that I needed

Mickey Resendiz

Elevate Financial Partners excels in follow-up and client care. Initially, I had no plans to engage in financial planning, but their consistent follow-up and exceptional service have completely changed my perspective. Thanks to their expertise, I now have a clear and confident picture of my financial future. This experience has been truly transformative. I highly recommend the Elevate Team!

Derrick Buadum

Big shoutout to Elevate Financial Partners for assisting me with my IUL policy and others. Every year, I like to get my IUL policy reviewed to ensure that I am getting the best of the best (riders, policies, benefits, incentives and more). Two years ago, I decided to get my IUL policy reviewed and Tony from Elevate Financial Partners found some many issues with it.

He educated on me on what was wrong, and provided me different options on what we could do to make the policy better. After my policy review and meeting with Tony, I decided to move my IUL policy over the company and allow them to manage it.

Not only Tony's but other members of the company's customer service was amazing. They are super nice, not pushy and one of the best things they do is educate you. With Education, you are able to make an informed decision and this company helps you with that.

Knowing that I like to do policy reviews annually, whether its with the company I am using or another, Tony schedule an annual meeting with me to review my policy and educated me on what could be done to improve it. Again -- The education part is so important.

It can be difficult to trust folks in the financial industry, but this company works with you and creates you the best packages or services tailored to your situation and needs rather looking for ways to stuff their pockets.

I cannot say this enough, this is an incredible company and so helpful. Elevate Financial Partners does more than IUL policies, they can create and manage your Trust, help you with Tax planning and so much more.

Thank you for your service. You guys are amazing.

Thomas Jones

Mr. Thornton and the partners at Elevate financial were patient, knowledgeable, and very attentive. They listened to my goals and concerns, provided solutions and taught me a lot about how to make my money work for me. I’ve recommended them to everyone I know!

Vlad Meza

I recently had the pleasure with working with Michael at Elevate for my financial planning needs, and I could not be more satisfied with him and his team. Their personalized approached to finacial planning and wealth management really sets them apart from other companies where I was treated more so as a deal then a client. You will not find a more knowlege and sincere group of individuals anywhere in Orange County.

Michael DiMaggio

I’d never consider working with anyone else. Integrity, industry knowledge and expertise: what else could I ask for? Easy 5 stars. Tony and Elevate Financial Partners are outstanding!

Zackary Hood

I have been with this group for years, their determination and skill set are unmatched in this line of work. I in the past had tried plenty of other groups before discovering Elevate, and needless to say it would have saved me a lot of time and money to have found this group sooner. They bring a unique and realistic approach to concur not only your own goals but also teach you new strategies that become new goals. 10/10 recommend

Michael Levin

Stephen is responsive and took the time to make sure I was educated on all of the best options for me | He took the time to deal with my complex situation to come up with the right solution (leader in a large audit firm where it is tough to invest in securities and insurance) | Acted in my best interest | Provided well-rounded, insightful, and helpful guidance | Incredible customer service | Direct, creative, knowledgeable, credible, honest, and trustworthy | Worked with me to provide great results | Overall if you want to work with someone you can count on, work with Stephen and Elevate Financial Partners.