Elite Advisory Group, LLC.

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2134 Main St Ste 240

Huntington Beach, CA 92648

+1 (888) 964-1286

http://www.eliteadvisorygroup.com

Elite Advisory Group, LLC are here to help you on your financial journey. We offer a full-service platform that includes everything from investment advice to risk management. We believe that a well-informed client makes better financial decisions and we seek to give you the knowledge and resources to own your financial future. The foundations of our firm are honesty, integrity and a desire to improve the lives of our clients and their families. We specialize in retirement planning, tax planning, wealth management, risk management, social security planning, and estate planning. We believe in the fiduciary standard. Our staff has expertise in holistic financial planning and we hold various professional designations and licenses, including the Certified Financial Planner.

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Reviews

4.05 reviews

Anya Dana T.

6/15/2025

I lost over $20,000 to a fake platform called Texas Trade and was devastated. ClaimWay was a lifeline--they handled my case with care and helped recover my funds. Truly professional and...

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JV G.

8/1/2018

So I walked in with my business card and the white male stocky guy did not even say hi or good morning and just had asked me to leave. He thought I was soliciting when in fact I have some inquiry...

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Alan A.

7/9/2019

They are amazing!! Not only did they help me, but they even taught me what they were doing and why they were doing it. It helped so much. Thank you Elite Advisory group

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Marla H.

12/16/2019

If you are looking for a TEAM that will strategize and review your financial situation this is the Best place to go! Brian, Rick, and Kalem, all took the time to learn about us and our needs,...

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Lauren M.

7/9/2019

Talk about a company that supports your financial goals! Rick and Brian strive to provide their clients with honest and simple to understand financial solutions.

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Finn, Lawrence J Agt

Larry Finn & Associates is a professional services firm based in Huntington Beach, CA, specializing in providing strategic solutions for businesses of all sizes. With a focus on personalized consulting and tailored approaches, the firm offers a range of services to help clients achieve their goals and navigate challenges in today's competitive market. Generated from their business information

Dzwonkowski Ed CFP

Ed Dzwonkowski CFP is a financial planning firm based in Huntington Beach, CA, specializing in providing comprehensive financial services to individuals and families. The company offers personalized financial planning strategies, investment management, and retirement planning services to help clients achieve their financial goals. Generated from their business information

Services, nec, nec

Kabana Financial

Kabana Financial is a member of the Huntington Beach Chamber of Commerce, a prominent business advocacy and networking organization that represents 675 businesses employing over 160,000 individuals in Huntington Beach and Orange County. The Chamber celebrates its 120 years of service, providing resources and support to local businesses through various programs and events. As part of the Chamber, Kabana Financial contributes to the community by participating in initiatives such as the Leadership Academy, mixers, and forums, fostering connections and collaboration among local enterprises. The organization is committed to enhancing the business landscape and promoting economic growth in the region. Generated from the website

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