Elements Wealth Management
1527 Kossuth Street, Lafayette, IN 47905
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Elements Wealth Management is a premier financial institution located at 1527 Kossuth Street in Lafayette, Indiana. Our team of expert advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing comprehensive financial solutions, we strive to empower our clients to make informed decisions and secure their financial future. Whether you are planning for retirement, investing for the future, or seeking guidance on estate planning, Elements Wealth Management is committed to providing the highest level of service and expertise. Visit us today to learn how we can help you reach your financial goals.
Reviews
"Randy has been my financial advisor for about 15 years. He is honest, trustworthy, and a genuinely nice person. My portfolio has grown considerably under his care. I recommend him highly."
"Our family has worked closely with Randy since I became a business owner in 2015. He has been great to work with, and I highly recommend his services. You should call him to help with your personal investments or your business."
"Trustworthy and a high level of expertise !!!! I have have been working with Jennifer Teising for a couple months and I'm very impressed with what she and the team at Pinnacle bring to the table as independent financial planners. Thanks for all your wise advice, its been a huge help !"
"I've been working with Pinnacle Wealth for a few months. I really appreciate Jennifer, Randy and Dave's approach to financial planning. They are very approachable and not intimidating. I also like the fact that they approach planning holistically. In the past, I always felt that the financial planner had an "agenda' in order to sell me the highest paying commission. I have never gotten that impression with Pinnacle. I highly recommend them to anyone needing a long-term financial plan."
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