Financial & Investment Services
As a full-service wealth management firm, our services encompass a full array of options focused on helping you achieve your financial and retirement goals, including 403(b), 401(k) and Roth investing, 529 plan and college savings investment management, life and long-term care insurance, pension and retirement education, and financial and estate planning.
Since opening doors in Cambridge, MN in 1989, our knowledge and service offerings have expanded to keep pace with the ever-changing needs of our clients, all with no required minimums. With over 40 advisors servicing Minnesota, Iowa, Wisconsin, and South Dakota and over $2 billion in assets under management, you can lean on our experience to help remove the burden of financial management off your shoulders, so you can focus on your career, family, and enjoying your life.
Working with one of our professionals means you have access to regular analysis of your investment needs, initial investment allocations using long-standing strategies, assistance with account transfers, a personalized portfolio aligned with your goals and objectives, client education, online access at custodian’s website, portfolio rebalancing to maintain desired asset allocation, performance reviews and personal consultations, vast fund options, and a dedicated investment committee who meet regularly analyzing fund performance.
With EFS Advisors, you have all the resources of a big company with the personal service of a small-town firm. We know our clients by name and care about them like family. Contact us today and let us be your partner as you navigate through your financial and retirement future. We look forward to helping you every step of the way.
- 30,000+ clients
- 40+ advisors servicing Minnesota, Iowa, Wisconsin and Dakotas
- Technology-focused growth strategy
- Full service wealth management with comprehensive long-term care and life insurance assessment
- No required minimums