Eliason Wealth Management

Eliason Wealth Management Reviews

Excellent rating
     
4.5 | 13 reviews
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Eliason Wealth Management
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4.5

| 13 total

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Beauty Josh
Beauty Josh 2026.02.10
     
Experience Dealing With Online Investment Fund Access Issues A few weeks ago I invested in an online platform that seemed legitimate at first, but when I later tried to withdraw my money, I realized something was wrong. I had invested $37,000 and eventually stopped receiving replies from their support team. It was a frustrating experience and a little embarrassing to admit. While searching online for general guidance, I came across a review that mentioned Mrs. Bruce Nora. I was cautious at first but decided to reach out and ask a few questions. She reviewed the information I provided, requested some supporting documents, and explained the possible steps in a clear and professional way. Over the following days, my situation was resolved and I was able to recover my funds, which I honestly did not expect. I’m simply sharing my personal experience in case it helps others who may be facing something similar.
Date of experience: 19 October, 2025
Bobby Sant
Bobby Sant 2026.01.09
     
It upsets me much to learn that these guys are pursuing others It upsets me much to learn that these people are pursuing others. I lost a lot of money in a similar circumstance to them. I was able to recover my money after discovering W w w. ChoMadchaR. TecH on Whatsapp: (+1) (725) (305) 3797. We must all remain cautious and constantly reporting these atrocities.
Date of experience: 22 December, 2025
Ahmad Ben-Jawid
Ahmad Ben-Jawid 2025.11.07
     
I had one of the most informative retirement seminars ever
Reply from Eliason Wealth Management 2025.12.23
Ahmad, thank you for the opportunity to serve you. It's a pleasure to be of help. We appreciate the feedback.
Jason Fritz
Jason Fritz 2025.09.29
     
Very friendly, knowledgeable, and easy to work with. Highly recommended!
Reply from Eliason Wealth Management 2025.10.04
Jason, thank you for the opportunity to serve you. It's a pleasure to be of help. We appreciate the feedback.
Liza UA
Liza UA 2025.08.26
     
It was a pleasure working with Emmanuel. The retirement report he generated on my behalf was very clear and easy to follow. It also helped to find gaps in my retirement. I believe understanding exactly where you are in your retirement journey provides peace of mind. Thanks Eliason Wealth Management!
Reply from Eliason Wealth Management 2025.10.04
Liza, thank you for the opportunity to serve you. It's a pleasure to be of help. We appreciate the feedback.
Tim Lujan
Tim Lujan 2025.03.22
     
Comfort and honesty you will get with Emmanuel. Great first impression on our very first meeting and his professionalism never disappoints. His goals are your goals and will make every effort to understand and achieve them.
Reply from Eliason Wealth Management 2025.10.04
Tim, thank you for the opportunity to serve you. It's a pleasure to be of help. We appreciate the feedback.
Reginald Jackson
Reginald Jackson 2024.11.20
     
I enjoyed working with Emmanuel. He provided top-notch service to my wife and I as she began planning for retirement. He was very knowledgeable and attentive to our questions and needs. He was also very thorough. I highly recommend Eliason Wealth Management for anyone looking financial services or counseling!
Reply from Eliason Wealth Management 2025.01.03
We appreciate your feedback. Thank you for the honor of serving your Federal Employee family.
Francois Plouffe
Francois Plouffe 2024.10.31
     
Emmanuel was very knowledgeable and professional. The report will help stay on my retirement path.
Reply from Eliason Wealth Management 2024.11.12
Thank you for the opportunity to serve you. We appreciate the feedback.
Nana Gentle
Nana Gentle 2024.10.12
     
This past week, I worked with Eliason Wealth Management team on my financial and investment journey, and the experience has been exceptional. I appreciate the professionalism, timeliness, and knowledge CFP Emmanuel possesses and has offered me on financial and investment planning. My financial literacy, investment risk tolerance, financial goals were obtained and evaluated by Eliason Wealth Management team to ascertain which investment policies best fit my needs. I recommend y’all reach out to Eliason Wealth Management to receive a 5 star financial treatment.
Reply from Eliason Wealth Management 2024.10.13
It means a lot to us to serve you. It's a joy to add value to your financial literacy and wealth building journey. Thank you for trusting us with your ongoing financial planning and investment management needs.
anthonia Uvwo
anthonia Uvwo 2024.09.30
     
Eliason Wealth Management works with you with high integrity. Pst. Eliason is someone who works with you to achieve your optimal result and is very knowledgeable when he manages your investments. and identifies any risks or anything that can affect your investments, he fixes it. I will recommend him to anyone.
Reply from Eliason Wealth Management 2024.10.13
It has been our pleasure working with you. Thank you for trusting us with your ongoing financial planning and investment management needs.
Emmanuel Kontor
Emmanuel Kontor 2024.09.24
     
I recently had the opportunity to work with Eliason Wealth Management, and I must say, my experience has been overwhelmingly positive. From the very first consultation, the team showcased a deep understanding of financial planning and investment strategies tailored to individual needs. The advisors at Eliason Wealth Management are not only knowledgeable but also genuinely care about their clients' financial well-being. They took the time to understand my financial goals, risk tolerance, and overall life aspirations, which made me feel valued and understood. Their personalized approach set them apart from other firms I've encountered. Communication has been another strong point. They provide regular updates and are always available to answer any questions I have, which has greatly eased my concerns about managing my investments. The educational resources they offer are also impressive, helping me to better understand the financial market and my investments. Additionally, the performance of my investment portfolio has exceeded my expectations. The team has been proactive in adjusting strategies based on market conditions, which has resulted in positive returns. Overall, I highly recommend Eliason Wealth Management to anyone looking for a reliable partner in their financial journey. Their commitment to client success and transparent communication has made a significant difference in my financial confidence and planning.
Reply from Eliason Wealth Management 2024.10.13
We truly appreciate the opportunity to serve you. Thank you for trusting us with your financial planning and investment management needs.
Debbie CAINE
Debbie CAINE 2024.03.28
     
My husband and I have spent most of our lives working extremely hard, to include owning our own businesses, doing rental properties, raising three children and always thought there would be time to worry about our retirement. We had to close our business, went through major medical expenses and drained our savings to live and attempt to start over. My husband obtained a job with the federal government and we continued to work hard and get our kids through college. Again, not really thinking about how much to put in retirement, or what would be the best investment, instead our focus was on our family and truthfully we didn't understand that much about the stock market or have the time to invest in learning about all the information we should have been paying attention to earier on in our lives. Investing in IRA's, having a trust over a will, long term health care, long term insurance, weighing all the options of each of these items became overwheming. We went to a Retirement seminar where we met Emmanuel and felt a connection with him right away. What we liked about him was his commitment to provide the knowledge to us and not just pressure us to hire him. He wants to impart his wisdom so people will make better choices so they are not scrambling like we are nearing retirement. He has also been very understanding about us gathering up the required information and allowing us to set the pace. I imagine that comes from his Godly nature. He is very knowledgable, patient, detailed in his explanations, graphs, charts and booklets. I come to our meetings with numerous questions and he is always willing to answer them even if I ask them repeatedly. We are looking forward to working with him, letting him guide us to a more prosperous retirement and he has given us hope that our future isn't quite as bleak as we originally expeced it to be. I will keep you updated with honest evaluations of how we feel he is guiding us through the retirement/wealth planning journey since we just started the process in October 2023.
Reply from Eliason Wealth Management 2024.03.29
We really appreciate your feedback. It's an honor to be a service to Federal employees like you and their families and work with you on your retirement journey. Thank you.
Galaxy cat Creations.
Galaxy cat Creations. 2023.08.30
     
Very professional, and Intuitively equipped with different strategies for investing. Very grateful for all of the knowledge, and skills Eliason has at they're disposal.
Reply from Eliason Wealth Management 2023.12.01
Thank you for your feedback. We appreciate your support.

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