- About Us
- Our Team
- Our Services
- Affiliations
- Affiliations
- MARINER INVESTMENT GROUP
- Evanich Accounting & Tax LLC
- Resources
- CONTACT
- More
- Back
EFS Investment Advisors, LLC is 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. More importantly, we have depth of experience, both good and bad which tempers our advice.
Financial Planning and Advisement is not a one-size-fits-all deal. People have different financial situations, backgrounds and goals and need to choose a financial advisor with their custom needs in mind. Our financial planning tools are “cloud” based making it possible to work with our clients interactively in our offices or from the comfort of their own homes.
Our Wealth Management process starts by assisting you in defining your financial goals and developing an action plan to achieve them. Our process ensures that all of your financial concerns will be addressed on your own timetable through a series of regularly recurring meetings. We take your entire financial situation into account including retirement, education, estate, insurance, investments and cash flow.
You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources as well as useful links to other planning and investment tools here.
EFS Investment Advisors, LLC is 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. More importantly, we have depth of experience, both good and bad which tempers our advice.
Financial Planning and Advisement is not a one-size-fits-all deal. People have different financial situations, backgrounds and goals and need to choose a financial advisor with their custom needs in mind. Our financial planning tools are “cloud” based making it possible to work with our clients interactively in our offices or from the comfort of their own homes.
Our Wealth Management process starts by assisting you in defining your financial goals and developing an action plan to achieve them. Our process ensures that all of your financial concerns will be addressed on your own timetable through a series of regularly recurring meetings. We take your entire financial situation into account including retirement, education, estate, insurance, investments and cash flow.
You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources as well as useful links to other planning and investment tools here.
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.
