EFS Advisors works with school employees on their financial and retirement planning needs. Because we are a full-service wealth management firm, our services encompass a full array of options focused on helping clients achieve their financial and retirement goals, including financial and estate planning, investment management, 403(b) and pension assistance, life and long-term care insurance, college planning, and insurance education.
Our Experience. Your Benefit.
Since opening our doors in 1989, our knowledge and service offerings have expanded to keep pace with the ever-changing needs of our clients.
- 30,000+ clients
- Over $2 billion in assets under management
- 40+ advisors serving Minnesota, Iowa, Wisconsin, North and South Dakota
- Dedicated investment committee, regularly analyzing fund performance
- Technology-focused growth strategy
- No required minimums
Your Potential. Your Future.
At the center of our service offerings is a partnership with an EFS Advisor. As a fiduciary advisor firm, it is our legal responsibility to put our clients’ best interests first, to avoid conflicts of interest, to disclose any potential conflicts of interest to clients, and to ensure the advice we provide is accurate and thorough. Our dedicated financial advisors work closely with clients to create a customized, goals-based financial plan – and then work closely on the management of the portfolio to help clients reach their goals.