Educators First Financial

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

649 N Lewis Rd Ste 200, Limerick, Pennsy...

Phone Number

(610) 792-3343

Revenue

<$5 Million

Industry

Finance Securities Trading

About Educators First Financial

Educators First Financial of Pennsylvania is dedicated to serving as a trusted advisor for educators, guiding them through life's milestones with a personalized approach. They offer a wide range of financial services and products, including retirement, investment, estate, insurance, and tax planning. The company emphasizes lifelong guidance, ensuring clients have an advocate for all their financial needs. Their resource center provides informative articles and a monthly e-newsletter to keep clients connected and informed.Explore more
Educators First Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Educators First Financial Org Chart

William Lorenz, President & Chief Executive Officer at Educators First Financial
United States flag for contact location.

President & Chief Executive Officer

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GH
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President, Allied Financial Advisors, Llc

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Educators First Financial

<$5M
1-10
Private
<$5M
2012
William Lorenz, President & Chief Executive Officer at Educators First Financial
William LorenzPresident & CEO
<$5M
11-50
Private
-
2005
Mark Davis, President at Osprey Financial
Mark DavisPresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
BS
Becky SmithAdvisor Assistant
<$5M
1-10
Private
-
2019
ML
Michael LiebermanPrivate Wealth Advisor
<$5M
1-10
Private
-
2005
JK
Joyce KahnCorporate Benefits Specialist
Illustration of an envelope

Educators First Financial Tech Stack

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Frequently Asked Questions Regarding Educators First Financial

What is Educators First Financial's official website?
Educators First Financial's official website is www.effpa.com
What is Educators First Financial's Revenue?
Educators First Financial's revenue is <$5 Million
What is Educators First Financial's SIC code?
Educators First Financial's SIC: 62,628
What is Educators First Financial's NAICS code?
Educators First Financial's NAICS: 52,523
How many employees does Educators First Financial have?
Educators First Financial has 1-10 employees
What industry does Educators First Financial belong to?
Educators First Financial is in the industry of: Finance, Securities Trading
What is Educators First Financial competition?
Educators First Financial top competitors include: Holman-Whatley & Associates, AJK Financial Group, Oakfield Wealth Management Group, Hoover & Associates
What technology does Educators First Financial use?
Some of the popular technologies that Educators First Financial uses are: Cloudflare Website Optimization, Datadog, Google Font API, Mailgun
How do I contact Educators First Financial?
Educators First Financial contact info: Phone number: (610) 792-3343 Website: www.effpa.com
What does Educators First Financial do?

Educators First Financial of Pennsylvania is dedicated to serving as a trusted advisor for educators, guiding them through life's milestones with a personalized approach. They offer a wide range of financial services and products, including retirement, investment, estate, insurance, and tax planning. The company emphasizes lifelong guidance, ensuri... ng clients have an advocate for all their financial needs. Their resource center provides informative articles and a monthly e-newsletter to keep clients connected and informed.Read More

What are Educators First Financial social media links?
Educators First Financial Linkedin page Educators First Financial Facebook page
Is Educators First Financial a public company?
Educators First Financial is private company therefore does not currently have an official ticker symbol
See more information about Educators First Financial

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