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We understand the value of relationships

EFSI has been building relationships with clients since 1965. Decades of experience perfecting our process have awarded us an honest, approachable, and successful reputation.

Throughout those years, we’ve been dedicated to providing support with planning, investment management, insurance, life transitions, and whatever else life brings your way. Our mission is to get to know and understand your needs, wants and long-term goals. Our method helps us implement tools, teach techniques, and put you at the center of your own financial world so that you can have a smoother ride during life’s occasional bumps.

By developing our relationship and understanding of your unique situation, we help you reflect on the life you have lived, how you are living it, and how you plan to live it in the future. Together, we put action steps in place to help you take ownership of your finances, so that you can feel confident about your financial health.

                   

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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