SERVICES

Being accountable to our clients and making a positive impact on their lives and future is our motivation.  

Investments

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First, we listen and understand the needs and goals of our clients.  Then we create a personalized investment program that works toward executing and achieving the goals expressed.  We then work with clients to ensure their investments stay aligned with their financial objectives and risk tolerance.  

Planning
Some clients request specific financial planning for retirement, education or other areas like the selling of a business.   In these cases we work with clients to develop a reasonable and attainable plan to reach their financial goals.

Visit

739 Bryden, Suite B

Lewiston, ID 83501

Call

T: 208.746.2007

Elite Financial, Inc. is a registered investment adviser in the states of Idaho and Washington.  The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.