Planning can make a difference.
EFS Financial Resources, LLC was started in 1984 as Estate & Financial Services, Inc., a firm devoted to estate planning and money management. Its founders had prior planning experience but felt the marketplace needed an independent firm with broader expertise including investment management.
Our Philosophy: We at EFS Financial Resources, LLC believe that our reputation with our clients is our most valuable asset. We maintain high standards of both character and competence that allow us to partner with clients and cultivate long-term relationships. Our staff is genuinely caring and passionate about the success of our clients. Our Company Mission Statement: To improve the quality of life of our clients, their families, and their communities by providing unparalleled solutions that focus on financial security. EFS Financial Resources, LLC is an independent financial planning firm. This means that we are not captive to any one product or company. We represent many different companies in the areas of individual and group: investments, life insurance, health insurance, long-term care insurance, Medicare supplements, 401(k) rollovers, and retirement plans. After assessing a client's needs, we find the best product available in the market place based upon strength, performance, and service.
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Use this calculator to estimate the cost of your child’s education, based on the variables you input. Estimate of the maximum amount of financing you can expect to get when you begin house hunting. Knowing your likely life expectancy is an important factor in making long-term financial plans. This calculator can help you determine whether you should consider converting to a Roth IRA. |
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226 North Broad St., Suite A Phone: 507-625-1778 |
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
EFS Financial Resources, LLC is a Registered Investment Adviser. Investment Adviser Representatives of EFS Financial Resources, LLC may transact advisory business in a particular state only if first registered, excluded or exempted from investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Securities licensed associates of EFS Financial Resources, LLC, are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC. EFS Financial Resources, LLC and NPC are separate and unrelated companies.
When you link to any of the web sites provided herewith, you are leaving this site. EFS and NPC make no representations as to the completeness or accuracy of the information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link you will leave our website and assume total responsibility and risk for your use of the site.