EFC Wealth Management Firm - Los Angeles, California
Address: 5777 W Century Blvd #985, Los Angeles, CA 90045, United States.
Phone: 3106450001.
Website: efcwealthmanagement.com
Specialties: Financial advisor, Financial planner, Investment company.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet.
Opinions: This company has 39 reviews on Google My Business.
Average opinion: 4.9/5.
📌 Location of EFC Wealth Management Firm
⏰ Open Hours of EFC Wealth Management Firm
- Monday: 9:30 am–5:30 pm
- Tuesday: 9:30 am–5:30 pm
- Wednesday: 9:30 am–5:30 pm
- Thursday: 9:30 am–5:30 pm
- Friday: 9:30 am–1 pm
- Saturday: Closed
- Sunday: Closed
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EFC Wealth Management Firm: A Comprehensive Overview
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For individuals and families seeking expert financial advice and strategic investment solutions, EFC Wealth Management Firm presents itself as a reputable and accessible option. Located at 5777 W Century Blvd #985, Los Angeles, CA 90045, United States, EFC offers a suite of services designed to help clients achieve their long-term financial goals. With a dedicated team of experienced professionals, the firm emphasizes a personalized approach, tailoring its strategies to meet the unique needs and circumstances of each client. The firmâs commitment to client satisfaction is reflected in its consistently high ratings and positive reviews.
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About EFC Wealth Management Firm
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EFC Wealth Management Firm operates as a fully licensed investment company, specializing in providing comprehensive financial planning and financial advisor services. They distinguish themselves through a holistic approach, considering all aspects of a clientâs financial life â from retirement planning and estate management to tax optimization and wealth preservation. The firmâs core philosophy centers on building long-term relationships based on trust, transparency, and a deep understanding of their clientsâ aspirations.
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Key Services Offered
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- Financial Planning: EFCâs certified financial planners assist clients in developing detailed financial plans that encompass budgeting, savings, debt management, and goal setting.
- Investment Management: They offer a range of investment management services, including portfolio construction, asset allocation, and ongoing performance monitoring. Clients can choose from a variety of investment strategies, including diversified portfolios, socially responsible investing (SRI), and alternative investments.
- Retirement Planning: EFC helps clients plan for a secure and comfortable retirement, considering factors such as Social Security benefits, 401(k)s, IRAs, and other retirement accounts.
- Estate Planning: The firm provides guidance on estate planning matters, including wills, trusts, and power of attorney, to ensure that clientsâ assets are distributed according to their wishes.
- Tax Planning: EFCâs team works with tax professionals to develop tax-efficient strategies that minimize tax liabilities and maximize after-tax returns.
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Location and Accessibility
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EFC Wealth Management Firmâs physical location at 5777 W Century Blvd #985, Los Angeles, CA 90045, offers a convenient and professional environment for clients. Furthermore, the firm is dedicated to ensuring accessibility for all clients, providing:
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- Wheelchair-accessible car park: Clients utilizing wheelchairs or mobility devices will find ample accessible parking spaces available.
- Wheelchair-accessible entrance: The building features a fully accessible entrance, eliminating barriers for individuals with mobility challenges.
- Wheelchair-accessible toilet: Accessible restroom facilities are available within the premises.
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Client Feedback and Reputation
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EFC Wealth Management Firm has garnered a strong reputation within the Los Angeles community. Currently, the firm boasts 39 reviews on Google My Business, with an impressive average rating of 4.9 out of 5 stars. These reviews consistently highlight the firmâs professionalism, expertise, and commitment to client service. Clients frequently praise the teamâs responsiveness, personalized attention, and ability to provide clear and actionable advice. Here's a summary of frequently mentioned positive aspects:
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- Knowledgeable and Experienced Advisors: Clients consistently commend the teamâs deep understanding of financial markets and investment strategies.
- Personalized Service: Many reviewers emphasize the firmâs dedication to tailoring solutions to individual client needs.
- Transparent Communication: Clients appreciate the firmâs clear and open communication style.
- Reliable and Trustworthy: The firmâs reputation for integrity and ethical conduct is a recurring theme in client feedback.
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To learn more about EFC Wealth Management Firm and its services, please visit their website at efcwealthmanagement.com. You can also contact them directly by phone at 3106450001. We encourage prospective clients to schedule a consultation to discuss their financial goals and explore how EFC Wealth Management Firm can help them achieve success.
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In conclusion, EFC Wealth Management Firm offers a compelling combination of experienced professionals, comprehensive services, and a commitment to client satisfaction. Their accessibility features further demonstrate their dedication to serving a diverse clientele. For those seeking a trustworthy and knowledgeable financial advisor in the Los Angeles area, EFC is undoubtedly a worthy consideration.
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"summary": "EFC Wealth Management Firm is a reputable Los Angeles-based financial advisor and investment company offering personalized financial planning and investment management services with a strong 4.9/5 average rating based on client feedback.",
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