4200 West Old Shakopee Road
Welcome to Executive Financial Services, Inc.
While the financial and life challenges you face are unique to you, we can often find parallels in the solutions that are used to build a stable financial present and future. Most people can fit into different financial personas, especially at specific moments during their lifetime. At EFSI, we use these personas to help build a comprehensive plan that is unique to you, so that even during difficult life transitions such as divorce, death of a spouse, or an unforeseen medical expense, we are able to provide in-depth and helpful solutions, specific to where you are in life.
Who are you?
Empowered, independent, developing
Respected, experienced, balanced
Prepared, forward-looking, protective
Entrepreneurial, reliable, vigilant
Driven, attentive, successful
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our company since the beginning.