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Current company Elevated Financial & Tax
Financial Services · 12 employees · Founded 2015 · Charlotte, North Carolina, United States
Our team of professionals can help you create a well-thought-out strategy, using a variety of tax planning strategies and investments and insurance products and services, to help you address your financial needs and concerns. Investment advisory services are offered through Elevated Performance Investment Group, LLC; a Registered Investment Advisor. Elevated Performance Investment Group, LLC; Elevated Financial & Tax Services LLC; and Elevated Financial & Tax, LLC are affiliated companies. Elevated Performance Investment Group, LLC (“EPIG”) is a State Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where EPIG and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by EPIG unless a client service agreement is in place. “Likes” “endorse” and “approve” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client\'s evaluation.