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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,...
Overview
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
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