Business Details
About
Financial PlanningLegal & Financial ServicesInvestment Services
Whether you’re saving for retirement or college, looking to expand the ways you protect your family and your home or planning for a major purchase, our local, experienced team has the tools and knowledge to grow your portfolio and help you pursue your goals.
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- PSPat StahlyDec 27, 20195.0Randy 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.
- RMReid MurtaughOct 11, 20185.0Our 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.
- WSWilliam SheltonJul 9, 20135.0Trustworthy 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 !
- KSKarla SheltonJun 21, 20135.0I'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.
Frequently Asked Questions About Elements Wealth Management
What services does Elements Wealth Management offer?
Elements Wealth Management provides financial planning, investment services, and legal & financial services to help clients with retirement, education savings, family protection, and major purchase planning.
Where is Elements Wealth Management located?
Elements Wealth Management is located at 1527 Kossuth St, Lafayette, IN 47905, USA.
What are the business hours of Elements Wealth Management?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Saturdays and Sundays.
How can I contact Elements Wealth Management?
You can reach Elements Wealth Management by phone at +1 765-447-0000 or visit their website at http://elementswealth.org/.
Does Elements Wealth Management have a social media presence?
Yes, you can find Elements Wealth Management on Facebook at https://www.facebook.com/ElementsWM.
What is the time zone for Elements Wealth Management?
Elements Wealth Management operates in the America/Indiana/Indianapolis time zone.
Are there any legal service providers near Elements Wealth Management?
Yes, Murtaugh Law and Amstutz Harold Attorney, both offering legal services including wills, trusts, probate, and family law, are located nearby.
What dining options are available near Elements Wealth Management?
Near the office, you can visit The Checkerboard or Checkerboard Tavern for bar and American restaurant dining options, and Great Harvest Bread Co. for bakery and sandwich shop offerings.
Can I find health or dental services close to Elements Wealth Management?
Yes, dental services are available nearby at Dr. Sean P. Hart, Sean Hart Endodontics, Ortman Family Dentistry, and Knop Family Dentistry PC.
Are there any retail or specialty shops near Elements Wealth Management for gifts or fashion?
Yes, Edith Chloe Self Care Shop offers flowers, gifts, women’s clothing, and fashion accessories within the vicinity.