Eliason Consulting Group

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Introduction: Eliason Consulting Group is financial planning, wealth management and financial educational services firm helping individuals, families, and businesses, create, preserve, and transfer their wealth. We are strong advocates of financial education. To this end, we provide free financial education at virtual or face-to-face seminars, workshops and presentations on various topics like budgeting, college planning, building your credit, debt management, tax-free income strategies, retirement planning and wealth management, risk management, business valuation and more. No matter your personal or professional journey to financial freedom, we have an integrated financial services solution to fit your goals. From saving for emergencies, college planning, to maximizing employer benefits like 401(k), tax-free retirement income, life insurance, estate planning and wealth management. For business owners, we have a program to help them build their business credit that uses their EIN and not their SSN while providing comprehensive business valuation for effective financial planning. We also provide personal and business credit building service to enhance overall financial goals.

Overview

Hired 15 times

Background checked

1 employee

17 years in business

Payment methods

This pro accepts payments via Check, Credit card, and Zelle.

Social media

Facebook, Twitter

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2021

Featured Projects

10 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Excellent 4.9

15 reviews

5

87%

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13%

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Read reviews that mention:

Samantha H.

Jul 6, 2021

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Hired on Thumbtack

I spoke with Emmanuel during an initial discovery call. He was very respectful, professional, and punctual. I was happy that he took the time to answer all of my questions. His explanations were thorough and I feel like I can make a more informed decision regarding my financial plans. I was also relieved that he did not mind that I am interviewing other people to find the right fit for me. He even said that he is happy to answer questions I have in the future. Overall, a great experience!

Personal Financial Planning

Chad M.

Jul 6, 2021

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Hired on Thumbtack

During my virtual meeting, Emmanuel demonstrated his financial knowledge by answering my questions and giving me solutions. I enjoyed my discussion and look forward to working with him in the future.

Personal Financial Planning

Thumbtack Customer

Jul 7, 2020

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From Google

We were very impressed with Emanuel Eliason. He is very knowledgeable And took time to explain our options. He answered all our questions and Provided us with a plan we are happy about. I would highly recommend him as a financial advisor!

Eliason Consulting Group's reply

Meghan, it was a pleasure meeting you and your family. Thank you for the opportunity to help.

Thumbtack Customer

Jun 20, 2020

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From Google

If I have ONE person to vote as the world's best mentor in the areas of Business & Entrepreneurship and Development, I would instantly choose Mr. Emmanuel Eliason. Mr. Eliason has been giving me an amazing mentorship that sometimes it surprises me. Anytime I call him either very late in the night or very early in the morning he would respond with a very insightful advice. In the sale industry, Mr. Elianson continually give me guidelines on how I could be successful. Example, he usually mentor me on how I could focus on providing values to peoples life as a way to succeed in the industry. I owe my success to Mr. Eliason, and I highly recommend him to everyone. Mr. Eliason, thank you once again for changing my financial life.

Eliason Consulting Group's reply

Chris, it’s my pleasure to see your success and growth in the industry. You’re an amazing team member. We’re all proud of you.

LeoSerina H.

Sep 15, 2021

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Hired on Thumbtack

Communication to book a session was good. I haven’t selected an advisor yet. I wish more information was provided upfront like a list of devices provided, specialty areas or online resources.

Personal Financial Planning

Credentials

Background Check

Emmanuel Eliason

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
I offer complimentary initial consultation and ensure my service fits clients needs. I go above and beyond to add value to the client.
What is your typical process for working with a new customer?
We begin with an initial discovery call to ensure we are a good fit for each other. Then we discuss service terms and project outline.
What education and/or training do you have that relates to your work?
I'm a Certified financial Educator, a licensed financial professional with a master's in organizational leadership and executive project management. I'm a CERTIFIED FINANCIAL PLANNER™ professional.