References

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.


“I have known and worked with Bret Elliott for about 5 years now, and have found him to conduct business with the highest level of integrity and honor. His knowledge, ability to listen, and his knack for “getting to the heart of an issue” are some of his strongest attributes.  I have recommended his financial services to my friends, acquaintances, and customers with the utmost confidence in his abilities.  He has never let me down.” - GK, Boulder


Thanks, Bret. We feel we have gotten a tremendous benefit from your advice. We feel very confident in the soundness of your recommendations due to the great attention to detail you used when reviewing all aspects of our finances…Thanks again! - SK, Fort Collins


“It’s good to know there are still people out there providing quality work using principles and ethics. I won’t hesitate to pass on your name to clients.” - DS, Lafayette




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