Elefante Financial Services
Durham, United States (US) · Finance and Banking
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Elefante Financial Services is a Finance and Banking company based in Durham, United States (US), founded in 2007, with 2-10 employees. Elefante Financial Services's profile is verified on Enterprise League.
Overview
Elefante Financial Services is a Durham, North Carolina-based wealth management firm dedicated to providing comprehensive financial planning and investment solutions.
At Elefante Financial Services, our client engagements take on a ‘planning first’ approach. We believe that planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future.
We offer a wide range of services, including investment and asset allocation planning, retirement planning, life insurance analysis, education funding, estate planning, and small business retirement plans. 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.
As a firm affiliated with LPL Financial, we prioritize building long-term relationships based on trust and a deep understanding of our clients’ individual needs.
At Elefante Financial Services, our client engagements take on a ‘planning first’ approach. We believe that planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future.
We offer a wide range of services, including investment and asset allocation planning, retirement planning, life insurance analysis, education funding, estate planning, and small business retirement plans. 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.
As a firm affiliated with LPL Financial, we prioritize building long-term relationships based on trust and a deep understanding of our clients’ individual needs.
Contact Details
+1(919) 338-2079
info@garyelefante.com
Durham, United States (US), 1502 W NC Highway 54
Founded
2007
Company Type
Private Limited Company
Employees
2-10
Categories
Services
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