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About

About This Business

EFC Wealth Management provides financial advisory services, including retirement planning and tax strategy development. The company assists clients with creating customized financial blueprints through a structured 6-point process to address retirement goals and fiscal planning.

BBB Accredited Since: 7/24/2018

Years in Business: 22

Products and Services

This company offers insurance, and retirement planning for the public.

Business Details

BBB File Opened:
3/4/2016
Business Started:
1/7/2004
Business Incorporated:
3/15/2010
Type of Entity:
Corporation
Alternate Names:
EFC Wealth Group, Inc.
EFC Insurance Agency
Business Management:
Mr. Cory Chapman, President

Additional Contact Information

Principal Contacts
Mr. Cory Chapman, President
Customer Contacts
Mr. Cory Chapman, President
Additional Phone Numbers
Other Phone: (888) 244-6675
Other Phone: (888) 898-0837

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 0B92957 for this business, issued by 11-Department of Insurance. The expiration date of this license is 12/31/2026.

11-Department of Insurance

any street

Any City

BBB records show a license number of 0H87076 for this business, issued by 11-Department of Insurance

11-Department of Insurance

any street

Any City

Additional Information

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.