Efficient Solutions

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

301 Hendricks Isle Apt 1, Fort Lauderdal...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
2
1
1

About Efficient Solutions

Tax Efficient Solutions specializes in estate planning, wealth accumulation, and premium financing, focusing on creating tailored solutions for their clients. They cater to individuals, families, and foreign nationals, emphasizing tax efficiency and legacy preservation. The company collaborates with clients' existing advisors to design strategies that minimize tax exposure and ensure a smooth transfer of assets. Their approach prioritizes outcomes over transactions, aiming to empower clients and protect what matters most to them.Explore more
Efficient Solutions's Social MediaPopular SearchesEfficient Solutions LLCTax Efficient Solutions LLCTax Deductible Solutions LLCSIC Code 62,628NAICS Code 52,523Show more

Efficient Solutions Org Chart

PhoneEmail
DG
United States flag for contact location.

Director, Marketing

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Efficient Solutions

<$5M
1-10
Private
-
2022
DG
Dina GurevichDirector, Marketing
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
11-50
Private
-
-
EM
Elizabeth MurrayDirector, Operations
<$5M
1-10
Private
-
2000
RH
Ronald HilliardManaging Director
<$5M
1-10
Private
-
1997
SP
Steven PetcovicSenior Vice President, Financial Advisor
<$5M
1-10
Private
-
2014
BM
Billie MilesFounder & CEO
<$5M
1-10
Private
-
2009
BF
Brian FischerVice President and Commercial Sales Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Efficient Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Efficient Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Efficient Solutions.

Efficient Solutions Tech Stack

A closer look at the technologies used by Efficient Solutions

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Frequently Asked Questions Regarding Efficient Solutions

What is Efficient Solutions's official website?
Efficient Solutions's official website is www.taxefficientsolutions.com
What is Efficient Solutions's Revenue?
Efficient Solutions's revenue is <$5 Million
What is Efficient Solutions's SIC code?
Efficient Solutions's SIC: 62,628
What is Efficient Solutions's NAICS code?
Efficient Solutions's NAICS: 52,523
How many employees does Efficient Solutions have?
Efficient Solutions has 1-10 employees
What industry does Efficient Solutions belong to?
Efficient Solutions is in the industry of: Finance, Securities Trading
What is Efficient Solutions competition?
Efficient Solutions top competitors include: BeamaLife, Fischer Financial Group, The Wealth Enhancement Group, Optimum Strategies Group
What technology does Efficient Solutions use?
Some of the popular technologies that Efficient Solutions uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
What does Efficient Solutions do?

Tax Efficient Solutions specializes in estate planning, wealth accumulation, and premium financing, focusing on creating tailored solutions for their clients. They cater to individuals, families, and foreign nationals, emphasizing tax efficiency and legacy preservation. The company collaborates with clients' existing advisors to design strategies t... hat minimize tax exposure and ensure a smooth transfer of assets. Their approach prioritizes outcomes over transactions, aiming to empower clients and protect what matters most to them.Read More

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

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