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Eliason Consulting Group
Eliason Consulting Group

Eliason Consulting Group

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

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Responds in about 2 hours

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 4 times

Serves Englewood, CO

Background checked

1 employee

14 years in business

Payment methods

Check, Credit card, Zelle

Social media

Facebook, Twitter

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Featured Projects

10 photos

Reviews

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

Exceptional 5.0

8 reviews

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Read reviews that mention:


Thumbtack Customer

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.
Jul 7, 2020
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Review from Google
Thumbtack Customer

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.
Jun 20, 2020
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Review from Google
Kirsty a.

Personal Financial Planning

Amazing feedback, Eliason is very knowledgeable on his craft. Thanks to you I’m headed in the right direction!
Eliason Consulting Group's reply
Kirsty, I appreciate the opportunity to be of help. Thanks for the feedback.
May 4, 2021
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Verified
Rick B.

Eventhough I chose not to pursue annuities, I am grateful for Emmanual's attention to detail and the information he provided me concerning the subject.m His monthly magazine-American Lifestlyle is ist class and always welcome.
Eliason Consulting Group's reply
Hi Rick, it was my pleasure to work with you. I'm also glad you enjoy our magazine. Thank you for the review and feedback.
May 3, 2021
Joseph D.

Great reliable service from Emmanuel Eliason. He took the time to explain and answer all my questions in a timely manner. I sincerely appreciate and value his work and look forward to our continued partnership - JD
Eliason Consulting Group's reply
Hi Joe, I truly appreciate your feedback and review. I'm very honored to be of help and serve your financial planning needs.
May 3, 2021
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 currently a candidate for CERTIFIED FINANCIAL PLANNER™ certification.

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