Client references are an important step in determining the right kind of financial advisor for your situation. Elliott Financial is pleased to provide you with client names and phone numbers when you request them.

Elliott Financial only uses objective criteria to determine names of clients to provide to you. These criteria include the client’s age, similarity of the client’s life situation, similarity of the client’s financial issues (e.g. investments, retirement planning, estate planning), proximity of the client to you, and the availability of the client to answer the phone during the day or evening when you are most likely to call.

Once we have completed your free, initial consultation, Elliott Financial can provide you with the names and phone numbers of suitable client references.  Elliott Financial trusts that you will respect the privacy and confidentiality of the planner-client relationship in your inquiry.




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