Elefante Financial Services is dedicated to providing comprehensive wealth planning and investment services to our clients. We are committed to a ‘planning first’ approach and will not recommend any course of action until we are fully aware of the client’s goals and objectives.
Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity.
Our services include:
• Investment and Asset Allocation Planning
• Retirement Planning
• Life Insurance Analysis and Solutions
• Education Funding / Planning
• Estate Planning
• Fee Based Planning Services
• Small Business Retirement Plans
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org
https://www.sipc.org/
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am/we are registered to do business, please visit https://www.garyelefante.com/
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1502 W Nc Highway 54,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.garyelefante.com/
- Keywords
- | LinkedIn.
- HQ
- Durham, North Carolina
Elefante Financial Services Questions
Elefante Financial Services's website is https://www.garyelefante.com/
Elefante Financial Services's LinkedIn profile is https://www.linkedin.com/company/elefante-financial-services
Elefante Financial Services has
3 employees.
View email and phone details for 3
employees at Elefante Financial Services.
Elefante Financial Services's industry is
Financial Services
Elefante Financial Services's top competitors are
Aria Mortgage Brokers,
Ethnic & Diverse Business Coalition,
Carolina Masonry And Concrete,
Fidelity Investments,
Anthropic,
Sport, Health And Exercise Science Research Lab - Uniba,
Metaport,
Circle Incorporated,
Catalyst Restaurant.
Elefante Financial Services's categories are Financial Services
Elefante Financial Services's founding year is 2007
