1 / 5

Elliott Associates Wealth Advisors

Financial Advisors Serving Marietta and Metro Atlanta: Our mission is to provide clear financial advice in a non-traditional business environment with customized solutions for each client. Comprehensive Family Wealth Management Busy lifestyles and multiple priorities make successful investing more challenging than ever. In today's complex and ever changing financial marketplace, it is important to take a comprehensive approach to preparing for your financial future.

louisejsmith
Download Presentation

Elliott Associates Wealth Advisors

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Elliott Associates Wealth Advisors Financial Advisors Serving Marietta and Metro Atlanta: Our mission is to provide clear financial advice in a non-traditional business environment with customized solutions for each client.

  2. Comprehensive Family Wealth Management Busy lifestyles and multiple priorities make successful investing more challenging than ever. In today's complex and ever changing financial marketplace, it is important to take a comprehensive approach to preparing for your financial future.

  3. WHO ARE WE? Elliott and Associates Wealth Advisors, Inc. is made up of a team of Duffy Elliott, Curt Coulombe, and Clyde Holmes, who are Registered Representatives of INVEST Financial Corporation

  4. What do we do? Working with one family at a time, we keep the client’s best interest as our central focus with customized solutions by designing, implementing, and monitoring a comprehensive financial strategy to help the client achieve their goals.

  5. INVEST Financial Corporation does not provide tax advice. Please contact your tax advisor for guidance on your particular situation.

More Related