New home and expanded services for Elios Financial
Published Dec. 19, 2007

While making New Year’s Resolution for 2008, why not add, “seeing a financial planner” to the list? With their new location and expanded services, the New Year will be the perfect time to stop by Elios Financial Group, Inc. in Westlake.

Jim Elios, president of Elios Financial Group, Inc., says that when his company is moved into its state-of-the-art facility at 30700 Center Ridge Road near Bradley Road, he will be able to offer clients even higher quality service than ever before.

“We think that’s going to be a great location to continue to grow and expand our wealth planning services,” Elios says.

Elios Financial Group’s new home, designed by noted Westlake architectural firm Schill Architecture, shows the company is commitment to not only providing the best service possible to clients, but also to staying in the Westshore community.

“We’re really committed to the community and working with our clients for the long term” Elios says. “And we are taking our own advice – to own your own real estate for the long term!”

Elios says with the new building will come expanded use of technology and added services for investors.

Joining Elios in the new building will be Bill Pappas, a certified public accountant who will bring his CPA firm into a separate suite right next Elios Financial Group. According to Elios, having Pappas in the same building was a natural move in more ways than one.

“We’ve known each other for a long time,” Elios says, adding that his own father was in Pappas’ father’s wedding in Greece. In addition to this personal connection, there is the fact that both Elios and Pappas offer complementary services.

“It was always our desire to have an office together,” Elios says. “We thought that would be a great idea and great convenience for clients to have financial planning and investment services right next to a full service CPA firm.”

In 2008, all under one roof, clients will be able to obtain a high-level of service and convenience from two trusted professionals.

To contact Elios Financial and set up a free consultation, call (440) 617-9100 or e-mail james.elios@lpl.com. Don’t forget to check them out on the Web at www.eliosfinancial.com.

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