Elite Advisory Group, LLC. - Huntington Beach, California

Elite Advisory Group, LLC, is a financial planning firm that has been providing financial services to its clients since 2017. The firm, with its main office located at 2134 Main St #240, Huntington Beach, CA 92648, United States, offers a range of financial services, including diversified strategies, annuities, and tax programs, to help its clients grow their finances. With a phone number of 8889641286 and a website at eliteadvisorygroup.com, the firm is easily accessible to anyone seeking financial advice.

Specialties

As a financial planner, Elite Advisory Group, LLC, specializes in providing financial planning services to help its clients achieve their financial goals. The firm's team of knowledgeable financial advisors has the expertise and experience to design customized financial plans that cater to each client's unique needs and goals.

Location and Accessibility

The firm's main office is located at 2134 Main St #240, Huntington Beach, CA 92648, United States. It is easily accessible by car, with a wheelchair-accessible car park available for those with mobility challenges. The entrance and toilets are also wheelchair-accessible, making the office accessible to everyone. Appointments are recommended, so it's best to call ahead at 8889641286 to schedule a meeting with one of the firm's financial advisors.

Client Reviews

According to Google My Business, Elite Advisory Group, LLC, has received three reviews from its clients. The firm has an average rating of 2.3/5, indicating that while some clients have had positive experiences with the firm, others have had mixed or negative experiences. One client, who has been with the firm since 2017, praised the Huntington Beach office team, Brian Mann and Chase Mason, for their knowledge and expertise in designing diversified strategies and tax programs. The client also appreciated the firm's outstanding communication and the customized spreadsheet tool that Chase designed to help the client stay organized.

Recommendation

If you're looking for a financial planner to help you achieve your financial goals, Elite Advisory Group, LLC, may be worth considering. While some clients have had mixed experiences with the firm, others have praised the firm's knowledgeable team and customized financial plans. To learn more about the firm's services, visit its website at eliteadvisorygroup.com or call the firm at 8889641286 to schedule an appointment.

👍 Reviews of Elite Advisory Group, LLC.

Marla Harchut

5/5

I have been with Elite Advisory Group LLC since 2017. The team from the Huntington Beach office, Brian Mann and Chase Mason are very knowledgeable and will help with diversified strategies, annuities, tax programs and growing financials. The communication is outstanding because they are always there to answer questions and review your financial plan.
Chase, custom designed a spreadsheet to help me stay organized and get all my questions answered using one tool. Thank you, Brian and Chase, for your expertise!

Kawika Mesa

1/5

I don't know how good Brian Mann can be. But I will tell you this much, he doesn't pay his invoices. Usually 2 months behind, But would pay after several reminders. But recently, have had to chase him down going on 7 months now to get him to pay for his home yard services, after several times stating that he would pay it in a day or two. If this is part of his financial planning, I would proceed with caution. Perhaps he could use a financial planner. Definitely deserves less than 1 star.

Talmor Kliman

1/5

I overpayed my taxes, response time is non existent, did not ask me about my expenses before filing my taxes