Elios Financial Group

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

30700 Center Ridge Rd Ste A, Westlake, O...

Phone Number

(440) 617-9100

Revenue

<$5 Million

Industry

Finance Securities Trading

About Elios Financial Group

Elios Financial Group is a fiduciary financial advisory firm based in Ohio, dedicated to guiding clients through their financial journeys. They offer personalized financial planning, wealth management, retirement planning, and tax planning services tailored to individual goals. The firm emphasizes a boutique approach, providing clients with objective advice and ongoing support to help them achieve their retirement dreams. Their mission is to empower clients by enlightening them about their financial decisions and ensuring their best interests are always prioritized.Explore more
Elios Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Elios Financial Group Org Chart

PhoneEmail
GK
United States flag for contact location.

Client Services Operations Associate

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CL
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Administrative Client Services Associate

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BS
United States flag for contact location.

Financial Advisor

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AM
United States flag for contact location.

Administrative Assistant, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Elios Financial Group

<$5M
1-10
Private
-
2002
GK
Grace KerekyClient Services Operations Associate
$7.6M
11-50
Private
-
1962
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
1-10
Private
-
2008
KP
Karen PalomoDirector, Marketing & Client Relations
<$5M
1-10
Private
-
-
ML
Minnette LeoniOffice Manager
Illustration of an envelope

Elios Financial Group Tech Stack

A closer look at the technologies used by Elios Financial Group

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Frequently Asked Questions Regarding Elios Financial Group

What is Elios Financial Group's official website?
Elios Financial Group's official website is www.eliosfinancial.com
What is Elios Financial Group's Revenue?
Elios Financial Group's revenue is <$5 Million
What is Elios Financial Group's SIC code?
Elios Financial Group's SIC: 62,628
What is Elios Financial Group's NAICS code?
Elios Financial Group's NAICS: 52,523
How many employees does Elios Financial Group have?
Elios Financial Group has 1-10 employees
What industry does Elios Financial Group belong to?
Elios Financial Group is in the industry of: Finance, Securities Trading
What is Elios Financial Group competition?
Elios Financial Group top competitors include: Horizons Wealth Management, Pillar Financial Advisors, Family Wealth Management Group, Reynolds Wealth Management
What companies has Elios Financial Group acquired?
Elios Financial Group has acquired the companies: Pinnacle Wealth Management, Shobe Financial Group, Harbor Wealth Management, Elios Financial Group
What technology does Elios Financial Group use?
Some of the popular technologies that Elios Financial Group uses are: Drupal, Adobe Typekit, Microsoft 365, Google Tag Manager
How do I contact Elios Financial Group?
Elios Financial Group contact info: Phone number: (440) 617-9100 Website: www.eliosfinancial.com
What does Elios Financial Group do?

Elios Financial Group is a fiduciary financial advisory firm based in Ohio, dedicated to guiding clients through their financial journeys. They offer personalized financial planning, wealth management, retirement planning, and tax planning services tailored to individual goals. The firm emphasizes a boutique approach, providing clients with objecti... ve advice and ongoing support to help them achieve their retirement dreams. Their mission is to empower clients by enlightening them about their financial decisions and ensuring their best interests are always prioritized.Read More

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

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