EFS Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · Minnesota, United States · 51-200 Employees

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Overview

Headquarters

1995 E Rum River Dr S Ste 2, Cambridge, ...

Phone Number

(763) 689-9023

Revenue

$19.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About EFS Advisors

EFS Advisors, based in Cambridge, MN, specializes in retirement planning and financial management services primarily for teachers and educators, as well as individuals. They offer a range of services including pension management, social security guidance, investment management, and comprehensive wealth management. With a commitment to personal service and professional guidance, EFS Advisors aims to help clients navigate complex financial decisions throughout their careers and into retirement. Their goal is to alleviate the burden of financial management, allowing clients to focus on their careers and personal lives.Explore more
EFS Advisors's Social MediaPopular SearchesEfs Advisors LLCEfs AdvisorsEducators Financial Services IncEducators Financial ServicesEFS IncSIC Code 62,628NAICS Code 52,523Show more

EFS Advisors Org Chart

PhoneEmail
LM
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General Counsel

PhoneEmail
SF
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Gc

PhoneEmail
NL
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Chief Compliance Officer

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EK
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Chief Compliance Officer

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SF
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Manager, Contract

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EFS Advisors

$19.4M
51-200
Private
<$5M
1984
LM
Loni MorrowGeneral Counsel
$25.8M
11-50
Private
<$5M
2010
JM
Jonathan MillerFounder & CEO
$19.9M
51-200
Private
-
2010
WW
William WestFinancial Services Representative
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$5.9M
11-50
Private
-
-
DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
<$5M
11-50
Private
<$5M
2013
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

EFS Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

EFS Advisors financials insights

Gather financial insights about EFS Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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EFS Advisors Tech Stack

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EFS Advisors News & Media

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Frequently Asked Questions Regarding EFS Advisors

What is EFS Advisors's official website?
EFS Advisors's official website is www.efsadvisors.com
What is EFS Advisors's Revenue?
EFS Advisors's revenue is $19.4 Million
What is EFS Advisors's SIC code?
EFS Advisors's SIC: 62,628
What is EFS Advisors's NAICS code?
EFS Advisors's NAICS: 52,523
How many employees does EFS Advisors have?
EFS Advisors has 51-200 employees
What industry does EFS Advisors belong to?
EFS Advisors is in the industry of: Finance, Securities Trading
What is EFS Advisors competition?
EFS Advisors top competitors include: Sachs Financial Servic, Westex Investment Services, Delmarva Wealth Management, Global Wealth Management
What companies has EFS Advisors acquired?
EFS Advisors has acquired the companies: EFS Advisors, Advanced Advisor Group
What technology does EFS Advisors use?
Some of the popular technologies that EFS Advisors uses are: Microsoft IIS, DoubleClick, Google Universal Analytics, Cloudflare CDN
How do I contact EFS Advisors?
EFS Advisors contact info: Phone number: (763) 689-9023 Website: www.efsadvisors.com
What does EFS Advisors do?

EFS Advisors, based in Cambridge, MN, specializes in retirement planning and financial management services primarily for teachers and educators, as well as individuals. They offer a range of services including pension management, social security guidance, investment management, and comprehensive wealth management. With a commitment to personal serv... ice and professional guidance, EFS Advisors aims to help clients navigate complex financial decisions throughout their careers and into retirement. Their goal is to alleviate the burden of financial management, allowing clients to focus on their careers and personal lives.Read More

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

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