services across
the economic sector
Comprehensive
Every financial advisor should be a professional, and should help both individuals and businesses meet their long-term financial goals. And that’s exactly the standard we require of all our certified advisors.
Responsible
Our financial advisors are held to strict standards of competence, accountability and are required to continually further their education to ensure that they are able to offer their clients the highest quality service tailored to each client’s circumstances and goals.
Client First
Working with any EFAA-affiliated advisor means that the client will always come first in the negotiations. The EFA title is only recognized to financial advisors who are professionals and adhere to personal standards of ethics.
Together we can do ANYTHING
We are proud of the community we have created. For more than 10 years, EFAA has been the standard bearer for financial advisors who uphold high professional and ethical standards. All advisors who are members of EFAA are committed to maintaining the highest level of competency with a client-centered focus and are obligated to be guided solely by the interests of their clients.