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Steven M. Elefson
First Vice President, Investments
120 East Washington St
Jackson, MO 63755
Phone: 573-243-9018
Fax: 573-243-9027
Toll-Free: 800-431-7583
Contact Us
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About UsOur value commitment to our clients is to serve as a solutions provider for all aspects of our clients’ finances. What does this mean? We strive to provide a combination of capital accumulation, capital preservation and wealth distribution strategies. We focus on retirement planning, estate planning and charitable giving using a goal oriented process.
By working with a select group of families and organizations, we ensure that we thoroughly attend to each of our clients’ specific needs. With our carefully orchestrated financial advisory process, we can help ensure that all financial decisions made will be consistent with your goals.
| Entered the financial services industry at age 27 as a consultant on a fee for hire basis
20 years of industry experience
In business in Jackson, Missouri since 1988
Bachelor of Science in Accounting, Truman State University
Committed to your financial future
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