JE
James Elios
Founder & Ceo at Elios Financial
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Work Experience
Founder & Ceo
Nov 1998 - Present · 26 years and 2 months
Registered Principal
Jan 1998 - Oct 2018 · 20 years and 9 months
Financial Planner
Jan 1996 - Oct 1998 · 2 years and 9 months
Company Details
2-10 Employees
Elios Financial Group is a fee-based financial planning and Registered Investment Advisor (RIA) dedicated to serving the unique needs of pre-retirees and retirees in the evaluation, analysis and implementation of a well-conceived financial, retirement and investment plan through the use of the latest technology and unconstrained in its independence and flexibility of choices. For more information, please visit www.EliosFinancial.com Securities offered through Private Client Services, Member FINRA / SIPC.
Year Founded
2001
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
30700 Center Ridge Rd Westlake, Ohio 44145, US
Keywords
Financial PlanningIncome and Retirement PlanningInvestment ManagementEstate Planningwealth mangementETF'sESG Investing
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