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EFG FINANCIAL, LLC
EFG Financial is a full-service fiduciary advisory firm that helps clients manage wealth and plan for retirement. It provides investment, insurance, estate,...
EFG FINANCIAL, LLC
EFG Financial is a full-service fiduciary advisory firm that helps clients manage wealth and plan for retirement. It provides investment, insurance, estate, and tax planning services, and has helped thousands of families and Michigan residents. Their approach is described as conservative, confident, and complete, giving clients guidance while allowing them control over their finances.
General information
Firm type
RIA
Year founded
2009
Location
City
Grand Rapids
Frequently asked questions
What is EFG FINANCIAL, LLC?
EFG FINANCIAL, LLC is a ria headquartered in Grand Rapids.
When was EFG FINANCIAL, LLC founded?
EFG FINANCIAL, LLC was founded in 2009.
Where is EFG FINANCIAL, LLC headquartered?
EFG FINANCIAL, LLC is headquartered in Grand Rapids.
What does Altss track for EFG FINANCIAL, LLC?
Altss maintains an OSINT-verified profile of EFG FINANCIAL, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is EFG FINANCIAL, LLC's website?
EFG FINANCIAL, LLC's public website is efgfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is EFG FINANCIAL, LLC?
EFG FINANCIAL, LLC is classified by Altss as a RIA.
How does Altss source intelligence on EFG FINANCIAL, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was EFG FINANCIAL, LLC's Altss profile last updated?
EFG FINANCIAL, LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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