We have designed this site for both clients and visitors to use as a financial planning and investment resource. 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 encourage you to roam our site and learn more about our firm and the services we provide. If you have any questions, please email us or call 919-338-2079 to make an appointment. Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
We encourage you to roam our site and learn more about our firm and the services we provide. If you have any questions, please email us or call 919-338-2079 to make an appointment. Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Services
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.With LPL Financial as our broker/dealer, Elefante Financial Services is well positioned to offer our clients independent and objective financial advice.
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.With LPL Financial as our broker/dealer, Elefante Financial Services is well positioned to offer our clients independent and objective financial advice.
Gary has been a financial advisor since 2001. Before entering the financial planning and investment field, Gary spent 20 years in sales and sales management for manufacturers of computer systems and computer networking equipment. In early 2007, Gary formed Elefante Financial Services, an independent financial services and investment planning firm.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
We are pleased to offer clients the option to go paperless by enrolling in electronic delivery services for statements and other shareholder communications. Please contact our office for information on how to sign up for e-delivery and to turn off paper mailings for accounts held directly with Mutual Fund Companies such as 529 college savings accounts.
Planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future. The planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing changes in your life, your resources and the financial decisions you need to consider.
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