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EFC Wealth Management Firm
5777 West Century Boulevard, Los Angeles, California, United States
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About the EFC Wealth Management Firm
EFC Wealth Management Firm is a finance institution located at 5777 West Century Boulevard in Los Angeles, California, United States. Our team is dedicated to helping you achieve your retirement goals and creating a custom financial blueprint to secure your financial future. Through our Sound Fiscal House process, we will work with you to build a solid plan that will weather any retirement storm and provide you with the retirement you've always dreamed of.
At EFC, we believe that everyone deserves a healthy, happy, and prosperous retirement. Our mission is to inform, empower, and co-create an exceptional experience for our clients and their families. With our 6-point building process, we help families create a sound fiscal house today that will provide a legacy for generations to come.
Stop feeling controlled by your money and take control of your financial future with EFC's complimentary Retirement Income Planning checklist. Contact us today to start the journey towards achieving your retirement goals.
Photos of EFC Wealth Management Firm
5777 W Century Blvd #985, Los Angeles, CA 90045, United States
Opening hours of EFC Wealth Management Firm
Monday:
09:30 - 17:30
Tuesday:
09:30 - 17:30
Wednesday:
09:30 - 17:30
Thursday:
09:30 - 17:30
Friday:
09:30 - 13:00
Saturday:
Closed
Sunday:
Closed
Reviews of EFC Wealth Management Firm
"The EFC Wealth Management Firm has an active philosophy of "Helping You Turn Your Dreams Into Reality!" 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. My wife and I are extremely happy with the personal touch in the development of our sound retirement plan. The entire EFC Elite Team are excellent client service team members who are professional, knowledgeable, and always in great spirits when they answer the phone. I recommend the EFC Wealth Management Firm without reservation! Why not give them a call and experience World Class 5 Star Rated Wealth Management for yourself?"
"The team is very professional, friendly and family oriented. Glad to be part of the EFC family."
"After researching for a fiduciary advisor with a solid consistent client service experience, I selected EFC Wealth. 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. They made sure I was comfortable with my investment choices and provided information to be a more informed client. I have been with them for three years and whenever I have questions or concerns, Cory and his team have responded quickly. They offer wonderful client education workshops and special gatherings throughout the year."
"Ever since Carmen and I decided to have our Chapman at EFC manage our retirement funds and financial planning, it has take a big burden off our shoulders. 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. Cory, Delilah, and the EFC are dynamic and engage to help us every step of the way. I highly recommend them and hope that you too will find that peace of mind and secure your at the soonest possible event."
"Cory and Delilah and team have all the traits needed to successfully manage my portfolio. They: 1. Have a proven track record of performance and service 2. Get clients who stay with them and who recommend them to their friends 3. Have a deep understanding of the market 4. Have solid ‘soft skills’ (professional as well as kind) 5. Put my needs first 6. Are curious. They listen to my small details to understand and then put it all together to create my personalized portfolio. I highly recommend Cory and Delilah and team for your wealth management needs!"
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