EFS GROUP WEALTH MANAGEMENT - Sioux City, IA
 
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Retirement Traps to Avoid

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Featured Team Member

Marc Geels, CFP®, BFA™

I am committed to you and your family’s prosperity. As a wealth manager, I help successful people, who are approaching retirement or are retired from working, to clarify and realize their financial goals through the unique EFS...

Dr. Don Heilbuth

Dr. Don Heilbuth wants to help you achieve the retirement lifestyle you have always dreamed of. As a wealth manager, he helps successful people who are at, or near, retirement clarify and realize their financial goals through the...

Dana Baldridge

My history with EFS Group goes back to when I was a student at Morningside College and I had the pleasure of doing an internship with this great group of people. I have been with the company now in several different roles over 5 years...

Bryon Oines, BFA™

I focus on working with successful individuals, and their families, as well as small to mid-sized business owners. I accomplish this by offering my clients access to one of the area’s leading wealth management firms. I complete a...

Rebecca Suhr

I am so excited to be a part of EFS Group. I am able to utilize my 20 years as a licensed insurance agent and my Bachelors of Social Work in a way that leaves me happy and feeling accomplished each and every day. Finding a position...

Cari Kellen, BFA™

With over 20 years of marketing experience, I can certainly say that my former experience has led me to where I am working today. I worked in the marketing department at the corporate office at First Federal Bank and gained a lot of...

Stephanie Drost

I love that I am the key point of contact for our clients and serve as an extension to the EFS Group wealth management team. I have extensive experience in banking and customer service so this is a good fit for me. I am a native of the...

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2018 FMG Suite.

All rights reserved. Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor. Marc Geels, Don Heilbuth Representatives. EFS Group and the Securities America companies are unaffiliated. Securities America and its representatives do not provide tax or legal advice. Please contact the appropriate professional regarding your particular situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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Contact

EFS Group Wealth Management
Office: (712) 224-4651
Toll-Free: (888) 303-3374
Fax:(712) 224-4655

5764 Sunnybrook Drive
Sioux City, IA 51106

info@efs4u.com

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