Our Services

EFS Investment Advisors, LLC, caters to those seeking to improve their financial lives.  We provide objective, goal-centered planning for those just starting out as well as those planning for their retirement and beyond.  We know that you have your own hopes and dreams for the future and with the right plan, they can help be achieved.  You deserve an exceptional, tax-optimized plan that looks at every aspect of your financial future.  Choosing to partner with us means you get your own personal team of professionals working towards your goals.  From the first meeting, we develop your vision and create a plan tailored for you and your family.   We believe communication is the bridge which links us, and allows us to work on your behalf.  Done correctly, you will have a thorough understanding of how EFS Investment Advisors can best help achieve your goals while we have a thorough understanding of you.  This mutual understanding allows us to develop a partial or comprehensive solution to meet your wishes.

Whether it is a partial or comprehensive Financial Plan, Investment Management or Financial Consulting relationship, EFS Investment Advisors will take the time and effort necessary to thoroughly understand you so that we may present a thoughtful solution to meet your needs.  In the end, EFS Investment Advisors’ financial knowledge and expertise plus your goals will lead to financial freedom.


    Contact Us

    EFS Investments Advisors



    6923 Lowmiller Road Minerva, OH 44657



    9601 Katy Freeway, Suite 400 Houston, TX 77024