About Elevant Wealth
Reviews for Elevant Wealth
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 3PM
Saturday: ClosedSunday: Closed
Elevant Wealth is a financial advisory firm that offers securities and advisory services through LPL Financial, a registered investment advisor. The financial professionals associated with Elevant Wealth are properly registered or licensed to discuss and transact business only with residents of the states in which they operate. The company is praised for its attentive and personalized customer service, as well as the expertise and knowledge of its team members, Dan and Brian. Clients feel confident that their money is in good hands and that the financial planning provided is tailored to their individual needs and best interests. Additionally, Elevant Wealth organizes enjoyable events, such as food truck gatherings, to appreciate its customers.
We are so thankful for Brian and his staff. It has been a pleasure working with Brian and we highly recommend Elevate’ ……Thanks for the delicious food and great company ❤️
It is a pleasure planning our financial wellness with Elevant. They are attentive to my family’s needs and desires, and give unparalleled customer service. I feel confident that my money is in good hands. The whole team is very professional . The financial planning that they have done with us has been very catered to our personal situation and I have always felt that they have my best interest in mind. Dan and Brian are amazing leaders and come with A lot of helpful knowledge that they have shared with me and my family.
Can't say enough about Brian and all the information that he provides. Only regret is we didn't meet him sooner. I tell everyone who wants a financial picture of their future to give him a call.