Elios Financial Group, Inc.

"My wife and I have been clients of the Elios Financial Group for over two years, and it's been an incredibly positive journey. From our very first contact with them until now, we've been continuously impressed by their professionalism, expertise, and unwavering commitment to helping us achieve our financial goals. As individuals who were previously self-managing our finances throughout our entire working careers, the transition to working with Jim and his team at Elios Financial Group was initially met with some apprehension. However, Jim quickly opened our eyes to the numerous benefits of using his team's services, and we have been extremely satisfied ever since. One standout feature of their service is the frequent in-person meetings. These meetings have proven to be invaluable, as they bring new insights every time and ensure that we are on the right path as we navigate the complexities of retirement. Jim's team's ability to stay ahead of the curve when it comes to the latest financial trends and regulations is truly impressive. They took the time to thoroughly understand our financial situation and, in response, tailored a comprehensive plan that perfectly aligns with our specific needs and objectives. The entire team is exceptionally responsive, whether it's through email or phone, and they cannot be more helpful with any question or problem we have. Jim and his team have made our start into retirement incredibly positive, even in these turbulent financial times. We are confident that our portfolio is well positioned no matter which direction the markets head."

"I have worked with Jim Elios for many years. He has turned me from a good saver into a good investor. He has made it possible for me to retire comfortably. The entire office staff is always welcoming and very helpful. I highly recommend them."

"I have worked with Jim Elios for over 20 years. With Jim's guidance and advice, I have been able to prepare for, and now, enjoy a comfortable retirement. Thank you, Jim and your dedicated team."

"Jim has put together a great group of advisors that give you personal attention without the junk fees on everything. Will take great care of you and give you great returns. Have been very pleased with the relationship."

"I have known Jim for over 35 years. He is a trusted friend and an experienced, reliable and honest Financial Advisor. Jim is extremely personable and has built a team that is a true representation of his character. I highly recommend reaching out and talking with Jim about your financial planning needs. He and his team will definitely provide you with reliable and responsible guidance."