EFC Wealth Management Firm
www.efcwealthmanagement.comEFC Wealth Management & their ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐ซ๐๐ก๐ข๐ญ๐๐๐ญ๐ฌ work with their clients to ๐ญ๐ฎ๐ผ๐ฒ๐ฐ๐ท the ๐ญ๐๐๐๐๐๐๐๐ ๐ฉ๐๐๐๐๐๐๐๐ that bridges one from the workforce into their desired retirement. The team at EFC ๐๐๐๐๐๐๐๐๐๐๐ ๐๐ ๐ ๐๐๐๐ ๐๐๐๐๐. 1๏ธโฃ ๐๐จ๐ซ๐ฉ๐จ๐ซ๐๐ญ๐ ๐๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐๐๐ฌ: Assisting with the transition from work into retirement by focusing on designing and implementing the right retirement portfolio to help clients maintain their desired lifestyle. 2๏ธโฃ ๐๐จ๐ฏ๐๐ซ๐ง๐ฆ๐๐ง๐ญ ๐๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐๐๐ฌ: Helping both state and federal employees to get the most out of their government benefits, and coordinating these benefits with a comprehensive financial plan for retirement. 3๏ธโฃ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐๐ฐ๐ง๐๐ซ๐ฌ: Working to structure and create the right retirement plan for both employers and their employees. 4๏ธโฃ ๐๐จ๐ฆ๐๐ง ๐๐ง๐ฏ๐๐ฌ๐ญ๐จ๐ซ๐ฌ: We pride ourselves on helping women take charge of their financial independence. We become the partner they deserve and desire, educating them through our financial workshops and webinars so that they may feel more confident about their future, and can become empowered to make more informed financial decisions. EFC Wealth Management Firm is a BBB accredited business. We are a financial services firm that utilizes insurance and investment products and does not offer tax or legal advice. Our firm is not affiliated with the US Government or any governmental agency. Investment advisory services offered only by duly registered individuals through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957 Additional information on our firm can be found: Company Website: www.efcwealthmanagement.com IAPD: https://adviserinfo.sec.gov/firm/summary/312671
Read moreEFC Wealth Management & their ๐ ๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐ซ๐๐ก๐ข๐ญ๐๐๐ญ๐ฌ work with their clients to ๐ญ๐ฎ๐ผ๐ฒ๐ฐ๐ท the ๐ญ๐๐๐๐๐๐๐๐ ๐ฉ๐๐๐๐๐๐๐๐ that bridges one from the workforce into their desired retirement. The team at EFC ๐๐๐๐๐๐๐๐๐๐๐ ๐๐ ๐ ๐๐๐๐ ๐๐๐๐๐. 1๏ธโฃ ๐๐จ๐ซ๐ฉ๐จ๐ซ๐๐ญ๐ ๐๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐๐๐ฌ: Assisting with the transition from work into retirement by focusing on designing and implementing the right retirement portfolio to help clients maintain their desired lifestyle. 2๏ธโฃ ๐๐จ๐ฏ๐๐ซ๐ง๐ฆ๐๐ง๐ญ ๐๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐๐๐ฌ: Helping both state and federal employees to get the most out of their government benefits, and coordinating these benefits with a comprehensive financial plan for retirement. 3๏ธโฃ ๐๐ฎ๐ฌ๐ข๐ง๐๐ฌ๐ฌ ๐๐ฐ๐ง๐๐ซ๐ฌ: Working to structure and create the right retirement plan for both employers and their employees. 4๏ธโฃ ๐๐จ๐ฆ๐๐ง ๐๐ง๐ฏ๐๐ฌ๐ญ๐จ๐ซ๐ฌ: We pride ourselves on helping women take charge of their financial independence. We become the partner they deserve and desire, educating them through our financial workshops and webinars so that they may feel more confident about their future, and can become empowered to make more informed financial decisions. EFC Wealth Management Firm is a BBB accredited business. We are a financial services firm that utilizes insurance and investment products and does not offer tax or legal advice. Our firm is not affiliated with the US Government or any governmental agency. Investment advisory services offered only by duly registered individuals through EFC Wealth Management Firm, LLC, a California State Registered Investment Advisor. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076, and EFC Wealth Group, Inc., CA Ins. #0B92957 Additional information on our firm can be found: Company Website: www.efcwealthmanagement.com IAPD: https://adviserinfo.sec.gov/firm/summary/312671
Read moreCountry
State
California
City (Headquarters)
Los Angeles
Industry
Employees
1-10
Founded
2003
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Managing Partner / Financial Advisor
Email ****** @****.comPhone (***) ****-****Tax Director at Wealth Management Firm
Email ****** @****.comPhone (***) ****-****Senior Wealth Advisor
Email ****** @****.comPhone (***) ****-****Hnwis Consultancy / Brokering / Principle Advisor
Email ****** @****.comPhone (***) ****-****
Technologies
(1)