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EFG Advisors, LLC is an independent, locally owned wealth management firm specializing in financial planning and wealth transfer for affluent individuals, families, and business owners.

http://www.efgadvisorsllc.com/

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ValMark Securities, Inc.

Melinda Meyer

130 Sp●●●●●●de Dr.

Ak●●on , Ohio, 44333

United States

330-●●●●1234
ka●●●●●●●●@valmarksecurities.com

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ValMark Securities, Inc.

Melinda Meyer

130 Sp●●●●●●de Dr.

Ak●●on , Ohio, 44333

United States

330-●●●●1234
ka●●●●●●●●@valmarksecurities.com

View this contact

ValMark Securities, Inc.

Melinda Meyer

130 Sp●●●●●●de Dr.

Ak●●on , Ohio, 44333

United States

330-●●●●1234
ka●●●●●●●●@valmarksecurities.com

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Home | EFG Advisors, LLC | efgadvisorsllc.com Reviews

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EFG Advisors, LLC is an independent, locally owned wealth management firm specializing in financial planning and wealth transfer for affluent individuals, families, and business owners.

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News & Resources | EFG Advisors, LLC

http://www.efgadvisorsllc.com/news-resources

Fresh, independent perspectives. EFG Advisors, LLC 1051 Perimeter Drive, Suite 1125 Schaumburg, IL 60173. Fee-Based Planning offered through EFG Advisors, LLC a State Registered Investment Advisor, Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor, Securities offered through ValMark Securities, Inc. Member FINRA. Insurance products and services available only to residents in states we are licensed.

2

About Us | EFG Advisors, LLC

http://www.efgadvisorsllc.com/about-us

Clarity. Advice. Confidence. EFG Advisors, LLC is an independent, locally owned wealth management firm specializing in financial planning and wealth transfer for affluent individuals, families, and business owners. Our goal is to provide clarity to our clients’ overall financial picture, offer sound advice to accomplish their unique goals and objectives, and provide them with the confidence to navigate the financial road ahead. For more information, visit the ValMark website.

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Our Team | EFG Advisors, LLC

http://www.efgadvisorsllc.com/our-team

Communication and Respect Above All. Thomas P. Olexa, CLU, ChFC, CFP. Bradley S. Doy. James R. Vande Logt CLU, ChFC, and CFP. Kevin J. Prendergast, CFA. Anna M. Jarusan. Practice Manager / Insurance Division Manager. Christopher M. Beckman. Investment Division Service Manager. Eden M. Kacen. EFG Advisors, LLC 1051 Perimeter Drive, Suite 1125 Schaumburg, IL 60173. Insurance products and services available only to residents in states we are licensed.

4

Our Process | EFG Advisors, LLC

http://www.efgadvisorsllc.com/our-process

Financial Planning, Redefined. Our Freedom Formula™. We understand that the completion of the initial Freedom Formula. Engagement does not mark the end of the road. We proactively monitor all of your financial affairs and schedule regular review meetings to ensure your plan remains on track. Scaling the Heights of Retirement. Our unique RISK Process™. Ldquo;Retirement Income Survival Kit”) simplifies the complexity of retirement planning and guides you through our effective, time tested approach:. Determ...

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MyPlanMap - Client Reviews Made Simple for Financial Planners - MyPlanMap - Frictionless Financial Planning Operations

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MyPlanMap - Frictionless Financial Planning Operations. What have you done for me lately? MyPlanMap is Helping Leading Financial Planners Excel at Answering this Core Client Question. Click Here for a 30-Day Trial! Show off the ‘Shadow’ you know you do! Easily curate a client experience that is just as easy for them! Designed to make your client response rates skyrocket! Never type a new client note again and save time! 8220;When using this program [ MyPlanMap. 8211; Dave Grant. 8211; Jim Ludwick.

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Home | EFG Advisors, LLC

Skip to main content. Your financial plan and investments are like a business that you own and control. Hire a trusted team of professionals to manage your business and help it grow. When it comes to your family’s financial security, let us handle the blocking and tackling. Take steps to ensure your legacy lives on for generations. We know each and every one of our clients by name. We serve with a sense of urgency. We pay attention to detail. We bring a positive attitude every day. The ARC Process™...

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