Company Information

Get to know EFC Advisors, LLC

Established in 1989, EFC Advisors, LLC is an independent financial planning and wealth management firm that operates as a fiduciary, always placing clients' interests first. The firm provides a comprehensive suite of services including wealth management, financial planning, estate planning, tax strategies, and insurance planning. They focus on building long-term relationships and creating customized financial strategies to help individuals, families, and business owners achieve their financial goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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EFC Advisors, LLC

United States

Founded in

1974 (52 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.