EFC Wealth Management Firm

EFC, Cory came highly recommended by a colleague and thus far am impressed with our portfolio performance.

The team is very professional, friendly and family oriented.

" Partners Cory and Delilah Chapman are the Husband and Wife team catalysts at the helm of the EFC family of businesses, that is inspired to make a difference in the lives of their clients.

Cory is down to earth and took the time to really explain my options so I could make informed decisions regarding my financial situation.

I love my wealth management firm, they are professional and are always there to help with questions or concerns regarding finances, such as stocks and bonds, i R As etc

EFC has guided our investment decisions taking a comprehensive approach to preserve, grow, and secure our retirement funds yet plan for strategic withdrawals to minimize tax burdens.

They helped me realize that I had done a great job at saving BUT I needed a better plan for reducing my future retirement tax burden, asset diversification and options to consider in building a wealth sustainable portfolio for my hopeful long retirement years.

I'd give them a ten star rating but the max is a five star.

They listen to my small details to understand and then put it all together to create my personalized portfolio.

Cory and Delilah are so knowledgeable and personable.