Elefante Financial Services

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

1502 W NC Highway 54 Ste 501, Durham, No...

Phone Number

(919) 338-2079

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1

About Elefante Financial Services

Elefante Financial Services is a financial planning firm based in Durham, NC, that emphasizes a 'planning first' approach to client engagements. The company aims to help clients take control of their financial future by understanding their goals and providing tailored financial strategies. Their services include retirement planning, investment advice, estate planning, and tax resources, catering to individuals facing various financial milestones. Elefante Financial Services is dedicated to building successful client relationships through comprehensive financial planning and support.Explore more
Elefante Financial Services's Social MediaPopular SearchesElefante Financial Servicescom ElefanteFinancialServicesSIC Code 62,628NAICS Code 52,523Show more

Elefante Financial Services Org Chart

PhoneEmail
LD
United States flag for contact location.

Manager, Operations

PhoneEmail
EW
United States flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Elefante Financial Servic...

<$5M
1-10
Private
-
2007
LD
Lori DragoManager, Operations
<$5M
1-10
Private
-
2002
RS
Robert SpadanoLpl Financial Advisor
<$5M
1-10
Private
-
-
WF
W. FrancisVice President, Investments
<$5M
1-10
Private
-
-
MP
Marcus PriceChief Financial Officer
<$5M
1-10
Private
-
-
CP
Charles PearsonFinancial Consultant
<$5M
1-10
Private
-
2005
JK
Joyce KahnCorporate Benefits Specialist
<$5M
1-10
Private
-
2018
LF
Leo FensterPresident & Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Elefante Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Elefante Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Elefante Financial Services.

Elefante Financial Services Tech Stack

A closer look at the technologies used by Elefante Financial Services

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Frequently Asked Questions Regarding Elefante Financial Services

What is Elefante Financial Services's official website?
Elefante Financial Services's official website is www.garyelefante.com
What is Elefante Financial Services's Revenue?
Elefante Financial Services's revenue is <$5 Million
What is Elefante Financial Services's SIC code?
Elefante Financial Services's SIC: 62,628
What is Elefante Financial Services's NAICS code?
Elefante Financial Services's NAICS: 52,523
How many employees does Elefante Financial Services have?
Elefante Financial Services has 1-10 employees
What industry does Elefante Financial Services belong to?
Elefante Financial Services is in the industry of: Finance, Securities Trading
What is Elefante Financial Services competition?
Elefante Financial Services top competitors include: Ellipse Wealth Management, Price Investments, Stifel, Rybicki & Pearson Financial
What technology does Elefante Financial Services use?
Some of the popular technologies that Elefante Financial Services uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager
How do I contact Elefante Financial Services?
Elefante Financial Services contact info: Phone number: (919) 338-2079 Website: www.garyelefante.com
What does Elefante Financial Services do?

Elefante Financial Services is a financial planning firm based in Durham, NC, that emphasizes a 'planning first' approach to client engagements. The company aims to help clients take control of their financial future by understanding their goals and providing tailored financial strategies. Their services include retirement planning, investment advi... ce, estate planning, and tax resources, catering to individuals facing various financial milestones. Elefante Financial Services is dedicated to building successful client relationships through comprehensive financial planning and support.Read More

What are Elefante Financial Services social media links?
Elefante Financial Services Linkedin page Elefante Financial Services Twitter page Elefante Financial Services Facebook page
Is Elefante Financial Services a public company?
Elefante Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Elefante Financial Services

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