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About Us

Founded on Elite Advice and Family Values<br/>

Founded on Elite Advice and Family Values

What Makes Us Different? 

We have been helping our clients retire confidently for over 40 years

Elite Financial Solutions was established in 1982 to provide top-tier financial advice, helping clients achieve their retirement dreams. As a second-generation firm, we cherish our history and uphold values of detailed service, honesty, and loyalty.

Our story began with Ben Lipschitz, whose vision was to offer personalized financial planning. His dedication and meticulous approach have been key to our success. In 2013, Ben's son, Nat Lipschitz, joined the firm, bringing extensive experience in wealth accumulation and insurance. Together, they maintain and enhance our high standards.

We believe every detail matters. Our thorough approach ensures we provide the best possible advice and solutions. Transparency and integrity guide us, ensuring clients understand their financial situation and our recommendations. Building long-lasting, loyal relationships is central to our practice. Your financial well-being is our priority, and we support you every step of the way.

As a family-owned firm, we value future planning. Our goal is to help you navigate retirement planning with confidence. Whether you're starting to plan or already enjoying retirement, we provide the guidance and support you need.

Ben Lipschitz

Ben Lipschitz, CFP®, ChFC®, CLU®

Founder and Owner

Nat Lipschitz

Nat Lipschitz

Financial Advisor

Hedy Berger

Hedy Berger

Insurance Coordinator

Josephine Armenia

Josephine Armenia

Client Service Associate

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