About Us

An independent Registered Investment Adviser

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 Services

What We Provide



Contact Us

EFS Investments Advisors

Ohio

address

6923 Lowmiller Road Minerva, OH 44657


Texas

address

9601 Katy Freeway, Suite 400 Houston, TX 77024