Elite Resource Team - San Diego, California

Address: 12636 High Bluff Dr #400, San Diego, CA 92130, United States.
Phone: 8886269672.
Website: elitert.com
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Elite Resource Team

☎️8886269672

⏰ Open Hours of Elite Resource Team

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Elite Resource Team is a financial consulting firm that has established itself as a trustworthy and reliable partner for businesses and individuals seeking financial guidance. With a location at Address: 12636 High Bluff Dr #400, San Diego, CA 92130, United States, this company is easily accessible and equipped to accommodate clients with special needs, including wheelchair-accessible parking, entrances, seating, and toilets.

Elite Resource Team has been highly praised for its exceptional staff and leadership, with one client stating, "Their staff and leadership are amazing and some of the highest integrity people in the financial services world." This level of professionalism and dedication to client success has resulted in a Average opinion: 5/5 based on 15 reviews on Google My Business.

Specialties

As a financial consultant, Elite Resource Team specializes in providing expert advice and guidance to help clients make informed decisions about their financial future. Their expertise includes but is not limited to:

Retirement planning

Investment management

Estate planning

Risk management

Tax planning

Recommended Information

If you are considering working with Elite Resource Team, the following information may be helpful:

Appointments recommended: To ensure you receive the dedicated attention you deserve, it is recommended to schedule an appointment in advance.

Phone: 8886269672: This number can be used to contact the company for inquiries or to schedule an appointment.

Website: elitert.com: The company's website provides valuable information about their services, team, and contact details.

Recommendation

With a strong reputation for integrity, professionalism, and exceptional client service, Elite Resource Team is a top choice for financial consulting services. If you are seeking expert advice and guidance to help secure your financial future, we highly recommend visiting their website at elitert.com or contacting them directly at 8886269672 to schedule an appointment.

👍 Reviews of Elite Resource Team

Elite Resource Team - San Diego, California

Jason Bright

5/5

I've been working with these guys for the last 3 years. They have helped me transform my business in a way I never could have imagined. Their staff and leadership are amazing and some of the highest integrity people in the financial services world.

Eric

5/5

Joining ERT is the best business decision I've ever made. In a world where sellers often pitch much more than they will actually deliver, Elite pitches far less than they actually deliver, and their pitch sounds too good to be true. I've been with Elite for just over two years now and am really starting to see the payoff: I'm bringing in $20,000 in revenue in a given single deal, plus I'm a part of a fantastic community of likeminded, sincere advisors all over the country. That's around 10% of the value I've received. Five stars.

Eric & Jonie Partin

5/5

The Elite Resource Team positively change my business. It's no longer a sales position. I am running a very success business. Also, I'm a better advisor, a better person and my outlook for the future is amazing. The best part of ERT is it positively helped my family. I encourage you to plug into the team. See you on the collaboration calls.. EP

Eric Restrepo

5/5

Elite has really shaped me as a financial advisor and helped me to have a vision for bigger things than were possible for me previous to joining up with them, but also and more importantly has provided the plan, the guidance and support to achieve these results that previously I didn't think were possible for me. In short, I can now confidently deliver substantially more value to clients and really make a lasting difference in client's lives because of Elite.

Chris Wallace

5/5

I have been a member of Elite Resource Team (ERT) for a little over five years and in the financial services business for over thirty years. The people at ERT are pros in every sense of the word. Knowledgeable, passionate, and 100% dedicated to helping advisors and accountants work together in a holistic and proactive universe to bring the absolute best advise to our clients. Anton and Ken have developed a platform and assembled a team that has no comparison in the industry.
Every person at ERT is an outstanding person of quality and impeccable integrity. They are all top-notch at doing their job. Additionally, the opportunity to network and collaborate with like-minded professionals is unparalleled in any other environment. If you are an advisor or an accountant looking to enhance the life of every one of your A-list clients you NEED to call Elite Resource Team.

Lance

5/5

If you are a financial advisor or life insurance agent that would like to get consistent referrals from accountants, then ERT has an amazing step by step proven system that shows you how to make that happen. They are the real deal and have an amazing collaborative master mind community that is all about sharing and helping you get to the next level.

Michael Simms

5/5

While the financial and insurance industries claim to offer holistic planning for clients.... the big secret is.... THEY DON'T! The Elite Resource Team is the only group teaching advisors AND CPAs how to build holistic teams that are client centric and outcome focused.

This model is the future for serving clients.

Dave Greenlee

5/5

Elite is the REAL DEAL! If you want to elevate your financial services business and leave the world of being a commodity, joining Elite is a MUST.

Whatever you might think they do, it’s 10X better. Also, the people and community are incredible.

Highly recommended