Elite Financial Group

5 reviews

+1 (415) 770-4242

Website

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Delay your gratifications and put your money to work for you.

Investment Advisors recommend a 4% withdrawal rate from your 410k based on Monte Carlo Simulation studies. Do you think $1M is enough?

San Francisco, CA 94102

+1 (415) 770-4242

http://www.elitefig.com

History

Hello folks - We've made it our mission to help families achieve financial security before they reach retirement. We've got a team of licensed and seasoned professionals that have been on this journey for the last 15+ years and now would like to pass on all our knowledge to those motivated individuals that would like to take control of their finances and work their way towards financial independence.

Specialties

We have assisted several families save money and simultaneously build wealth. We partner, coach and advise people on how to take control of their financials and offer financial solutions. We are unique in the sense that we are 1 stop shop for all your financial needs. Plz contact us for a free 1-hour consultation session.

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Reviews

5.05 reviews

Lyra C.

11/25/2018

Financial Adviser Heroes As a person who's a chronic worrier, I am very happy to have met with and talked to both Sharif and Tej. They provided me with a super helpful game plan to tackle my debt...

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Haris I.

11/6/2018

Sharif is a financial wizard. He has encyclopedic knowledge of mortgage strategies, 401k, savings, planning large purchases and more. What I really love is he really puts in the time and effort...

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Dd D.

11/1/2018

The services and excellent customer service of the Elite Financial team has been helping to seek their over the years. They have helped me with all financial needs over alittle over a year. Sharif...

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Yazan M.

5/12/2019

Sharif and his team go over and beyond to help you reach your goals. For me it ranged from financial literacy, creating a portfolio, investing , retirement planning , real estate market , and...

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James D.

1/4/2019

Sharif is one of the best financial professionals in the Bay Area. He is extremely knowledgeable about Macro Economic trends and puts together an entire financial plan. He's not your typical...

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