Home
About
Clients
Process
- Confidential Client Profile
Services
News & Resources
Community
- Invest in Others
- VeloSano
Contact

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: 440-617-9100

Fax: 440-617-9200

Center Pointe West

30700 Center Ridge Road

Westlake, OH 44145

jim@eliosfinancial.com

Quick Links

Retirement
Investment
Estate
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Advisory services offered through Elios Financial Group Inc. A Securities Exchange Commission Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Elios Financial Group, Inc. and Private Client Services are unaffiliated entities.

Client Relationship Summary (CRS Disclosure)