EFS Group Wealth Management
History of EFS Group
EFS Group Wealth Management consists of four advisors and additional support staff, together they have over 100 years of combined experience. EFS began in the Terra Centre in downtown Sioux City in 1994. They had a vision to grow their business through educational meetings, thus the name Educational Financial Services or E.F.S. Group as it was known as back then. They held many corporate seminars and public meetings teaching the importance of financial planning and responsibilities.
As the business continued to grow, they became more focused on Retirement Income Distribution. Their focus was to work with successful people at or near retirement, creating solutions for clients in their retirement years. As they restructured and targeted a specific type of financial planning they referred to the business as Elite Financial Services Group or EFS Group.
In 2006, EFS Group joined Securities America as their Independent Broker Dealer. Securities America offered unique strategies for retirement income distribution and many other programs which offered the best solutions for their clients.
Together with the whole EFS Group team and the guidance of the Practice Management team at Securities America, EFS Group Wealth Management as they are now referred to, has continued to thrive and has over $250 million in assets under management.
Though the name may have changed somewhat, they have always been EFS Group and continue to seek out the best solutions for their clients.
EFS Group Wealth Management’s mission is to be indispensable in helping their clients make educated retirement decisions through uncompromising integrity, trust and personalized service. They believe that if they are successful in adding value to their client’s lives, their business will continue to thrive. More importantly they will help their client’s retirement dreams become reality.
To protect your personal information from unauthorized access and use, we use security measures that comply with applicable state and federal laws. These measures include computer safeguards and secured files and buildings. We train all of our affiliated persons, including, but not limited to, our employees and financial advisors, in the proper handling of personal information. We require companies that help provide our services to you to protect the confidentiality of personal information they receive.