Overview

eFinPLAN LLC

Information by Research TrustFinance

https://www.efinplan.com/

eFinPLAN, LLC is a Registered Investment Adviser (RIA) based in Columbia, South Carolina. Founded by Daniel B. Galli, the firm operates on a fee-only basis, acting as a fiduciary for its clients. It specializes in comprehensive personal financial planning for individuals and families, covering areas such as retirement planning, investment management, tax planning, and insurance analysis. The company's mission is to provide objective, tailored financial advice without the conflicts of interest associated with commission-based compensation.

Founded in
United States

United States


Industry

    Financial

  • Financial AdvisementPRIMARY
  • Other Service