# EFG FINANCIAL, LLC

EFG FINANCIAL, LLC is a RIA based in Grand Rapids.

## Overview

- **Organization type:** RIA
- **Headquarters:** Grand Rapids
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** https://efgfinancial.com

## Regulatory record

- **CRD number:** 314998
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314998

## About

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.

## Related profiles

- [BITFI CAPITAL](https://altss.com/profile/bitfi-capital-llc)

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Last updated: 2026-08-11T15:06:35.052Z

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