Elevate Financial Partners - Newport Beach, California

Blaine D.

Wow, what else can I say. Elevate has been handling my financial affairs now for almost 3 years. I was referred to Stephen and his team by a business associate. I approached them with a very unique and complex situation. I was blown away with the ease at which they understood and were able to quickly deliver solutions. The communication I receive from them is impeccable and timely. My schedule can get crazy at times and Stephen is always able to accommodate. I would recommend giving them a call if you’re in need of a knowledgeable financial team.

Benjamin B.

Elevate is the real deal. They take time to understand both your business and personal goals so they can create a plan for your future. Stephen is extremely involved and has his team dialed in. They are always prompt and friendly. They've been extremely helpful in explaining strategies that I'm not knowledgable of. I am truly grateful that I found a killer financial advisor that I see myself using for life!

Kathlen T.

I have had the great fortune of knowing Stephen Peterson for 13 + years and have been a very satisfied client of the firm for a number of years.
Stephen is a talented and hard working owner and
Is always responsive to questions and concerns with transparency and professionalism.
I am so grateful to be a client of EFP where values, integrity and honesty are so evident.
I highly recommend this remarkable team!

Josh W.

Working with Elevate Financial Partners has been a fantastic experience. Their team is knowledgeable, transparent, and truly dedicated to their clients' success. The time and effort they put into crafting personalized strategies show their commitment to delivering real results. It’s refreshing to work with professionals who genuinely prioritize my best interests. I highly recommend them to anyone looking for expert financial guidance!

Austin C.

I've had a great experience working with the team at Elevate. They're knowledgeable, professional, and truly take the time to understand your goals. I feel more confident about my future thanks to their guidance.
Highly recommend!

John M.

⭐⭐⭐⭐⭐

I had a fantastic experience working with Stephen Peterson while selecting my long-term disability health insurance. From the moment we began discussing my options, Stephen demonstrated an impressive level of professionalism and expertise. He took the time to understand my specific needs and walked me through the various products available, ensuring I felt confident in my decision.

Stephen's knowledge of the insurance landscape is awesome, and he was always ready to answer my questions and provide insightful advice. I use to sell it myself years and he gave me some helpful tips that I didn’t even knew existed. I truly appreciated his patience and dedication throughout the process. I now feel secure knowing I have the right coverage in place, thanks to his guidance.

If you’re looking for someone to help you navigate the complexities of life and disability insurance, I highly recommend Stephen Peterson! He made the entire experience smooth and stress-free. Thank you, Stephen!

Rosalynd U.

Stephen and his team are fabulous. I’ve worked with them for over 4 years and will never use another financial advisor. My portfolio is managed flawlessly, with quarterly zoom updates to communicate any updates on strategy/rebalancing. Stephen’s team has also helped with some of my real estate transactions, analyzing different properties for BRRR’s/fix & flips. As his team grows, he remains communicative and still provides the great service as when I started, which speaks volumes. Would highly recommend if you’re serious about building your wealth.

Stephanie S.

I enlisted the help of Elevate for disability insurance. Based on my conversations with Stephen, founder and CEO, I thought they would monitor my application, keep an eye out on the underwriting process, communicate with me clearly about how things were going. None of that happened. I had to ask for every update I received and flag items for them. Stephen travels a lot now, giving talks at conferences and starting other businesses, and I think that has lead to a decline in customer support.