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- Our Team
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- Affiliations
- MARINER INVESTMENT GROUP
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By exploring our site, we hope you gain a better understanding of who we are,
and how we help our clients plan for and pursue their financial and life objectives.
By exploring our site, we hope you gain a better understanding of who we are,
and how we help our clients plan for and pursue their financial and life objectives.
In the states of Ohio and Texas subject to strict fiduciary and full disclosure requirements. As fiduciaries, we are required to place your interests first. Registration does not imply a certain level of skill or training, however, to be part of our team it is essential to be a Certified Public Accountant (CPA), Certified Financial Planner (CFP), Securities licensed Series 7, 24, 27, 51, 63, 65 or 66 licenses, Juris doctor (JD) or similar credential.
Our mission is to create and maintain wealth for our clients through long term effective asset management. We build client relationships based on trust, objective professional guidance, continual communication and prompt personal service.
What We Provide
6923 Lowmiller Road Minerva, OH 44657
9601 Katy Freeway, Suite 400 Houston, TX 77024
EFS Investment Advisors, LLC is a registered investment adviser. A more detailed description of the company, its management and practices are contained in its Firm Brochure, Form ADV, Part 2. A copy of this form may be received by contacting the company at: 6923 Lowmiller Road Minerva, OH 44657 or by calling (440) 759-0318.