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Elite Plus Financial & Retirement Services

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

11550 W Interstate 10 Ste 240, San Anton...

Phone Number

(210) 693-9433

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Elite Plus Financial & Retirement Services

Elite Plus Financial & Retirement Services provides personalized coaching and strategic planning to help families, individuals, and businesses achieve financial freedom. Their services include retirement planning, insurance planning, wealth management, and college planning, catering to various life stages and specific client groups such as educators, business owners, and municipalities. The company emphasizes financial education and offers resources to improve clients' financial knowledge and confidence. With a focus on comprehensive financial strategies, Elite Plus aims to support clients in reaching their retirement goals.Explore more
Popular SearchesElite Plus Financial & Retirement ServicesElite Plus FinancialSIC Code 62,628NAICS Code 52,523Show more

Elite Plus Financial & Retirement Services Org Chart

PhoneEmail
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Executive Assistant

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CC
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Registered Representative

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JL
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Financial Advisor

PhoneEmail
TC
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Registered Representative

PhoneEmail

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Revenue

Number of Employees

Type

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Founded In

Top Executive

Elite Plus Financial & Re...

<$5M
1-10
Private
-
-
AR
Alissa ReymondExecutive Assistant
$515.6M
51-200
Private
<$5M
2010
Bob Carter, Founder & Chief Executive Officer at Lion Street
Bob CarterFounder & CEO
$64.7M
201-500
Private
<$5M
1997
Brian Kovack, Chief Executive Officer & Co-Founder at Kovack Securities
Brian KovackCEO & Co-Founder
$20.5M
51-200
Private
-
2001
RI
Ricki IngallsChief Operating Officer
$19.3M
51-200
Private
<$5M
2009
AK
Andrew KeizerChief Marketing Officer
$13.4M
51-200
Private
-
2004
JC
Jami ChapmanChief Operating Officer
<$5M
51-200
Private
-
1994
GB
Gabriela BergantinoDirector, Legal LATAM
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Elite Plus Financial & Retirement Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Top Finance Companies

Frequently Asked Questions Regarding Elite Plus Financial & Retirement Services

What is Elite Plus Financial & Retirement Services's Revenue?
Elite Plus Financial & Retirement Services's revenue is <$5 Million
What is Elite Plus Financial & Retirement Services's SIC code?
Elite Plus Financial & Retirement Services's SIC: 62,628
What is Elite Plus Financial & Retirement Services's NAICS code?
Elite Plus Financial & Retirement Services's NAICS: 52,523
How many employees does Elite Plus Financial & Retirement Services have?
Elite Plus Financial & Retirement Services has 1-10 employees
What industry does Elite Plus Financial & Retirement Services belong to?
Elite Plus Financial & Retirement Services is in the industry of: Finance, Insurance, Securities Trading
What is Elite Plus Financial & Retirement Services competition?
Elite Plus Financial & Retirement Services top competitors include: Retirement Plan Advisory Group, WealthVest Marketing, Retirement Clearinghouse, Kovack Securities
What companies has Elite Plus Financial & Retirement Services acquired?
Elite Plus Financial & Retirement Services has acquired the companies: Robson Financial Legacies, PlanMember Securities, Remotiv, Mindful Wealth Planners
What does Elite Plus Financial & Retirement Services do?

Elite Plus Financial & Retirement Services provides personalized coaching and strategic planning to help families, individuals, and businesses achieve financial freedom. Their services include retirement planning, insurance planning, wealth management, and college planning, catering to various life stages and specific client groups such as educator... s, business owners, and municipalities. The company emphasizes financial education and offers resources to improve clients' financial knowledge and confidence. With a focus on comprehensive financial strategies, Elite Plus aims to support clients in reaching their retirement goals.Read More

Is Elite Plus Financial & Retirement Services a public company?
Elite Plus Financial & Retirement Services is private company therefore does not currently have an official ticker symbol
See more information about Elite Plus Financial & Retirement Services

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