Durham Office

1502 West NC Highway 54

Suite 501
Durham, NC 27707

Products and Services

At Elefante Financial Services, we provide assistance in the following areas:

Investment Services

  • Portfolio Analysis
  • Asset Allocation
  • Investment Management
  • Managed Accounts
  • Alternative Investments

Investment Vehicles

  • Mutual Funds
  • Exchange Traded Funds
  • Stock and Bonds
  • Alternative Investments

Insurance Vehicles

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

Account Types

  • Personal Accounts
  • Traditional and Roth IRA
  • Individual 401(k) Plans
  • Small Business Retirement Plan Accounts

Financial Planning Services

  • Asset Allocation
  • Investment Planning
  • Retirement Planning
  • Education Funding
  • Insurance Analysis and Planning
  • Cash Flow Analysis
  • Charitable Gifting Planning
  • Stock Option Analysis
  • Estate Planning
  • Small Business
    • Retirement Plans
    • Business Continuity Planning