Laurel Highlands Financial Services

At Laurel Highlands Financial Services, LP, we believe that everyone deserves the opportunity to create their own financial road map. As a firm, we take pride in our local community and sponsor a number of civic organizations. We believe that with a little help, anyone can achieve their financial goals.

Our mission is to improve your quality of life by helping you define a sound wealth strategy with the least amount of risk. We promise to listen carefully and take your goals as seriously as you do. At the end of the day, we believe that your success is our success.

Our Services

We offer a wide range of services designed to help you achieve your financial goals. Our services include:

Accumulation: We will work with you to identify your financial goals and develop a strategy to achieve them. Our team of financial professionals can help you accumulate wealth and achieve financial freedom.

Risk Management: We understand that risk is an inherent part of investing. That's why we offer a range of risk management strategies designed to help you protect your wealth and minimize losses.

Taxation: We believe that taxation should be a consideration in any financial plan. Our team of experts can help you minimize your tax liability and maximize your after-tax returns.

Business Planning: Whether you're an entrepreneur or a small business owner, we can help you develop a comprehensive business plan that helps you achieve your goals.

Retirement Planning: We believe that planning for retirement is a critical part of achieving financial freedom. Our team of experts can help you develop a customized retirement plan that meets your needs and goals.

Estate Planning: We understand that estate planning is an essential part of any financial plan. Our team of experts can help you develop a comprehensive estate plan that protects your loved ones and ensures that your assets are distributed according to your wishes.

Retirement Plans: We offer a range of retirement plans designed to help you achieve your financial goals. From 401(k) plans to IRAs, we can help you choose the right plan for your needs.

Our Team

At Laurel Highlands Financial Services, LP, we are proud to have a team of experienced financial professionals dedicated to helping you achieve your financial goals. Our team includes:

• Bill Rice, President and General Partner of Laurel Highlands Financial Services, LP. Bill has more than 20 years of financial services experience and holds a number of professional designations, including Registered Financial Consultant (RFC) and Chartered Retirement Planning Counselor (CRPC).
• Eric Elek, CFP, President and Founder of Elek Wealth Management, LLC. Eric has been a Registered Representative of Commonwealth Financial Network since 2001 and holds a number of professional designations, including CERTIFIED FINANCIAL PLANNER (CFP).

What Sets Us Apart

At Laurel Highlands Financial Services, LP, we pride ourselves on our commitment to providing exceptional service and building long-term relationships with our clients. We believe that everyone deserves the opportunity to achieve financial freedom and we're dedicated to helping you achieve your financial goals.