EFC Wealth Management Firm - Los Angeles (CA)

5 /5 Camille Bidese: We are new customers of EFC Wealth Management and really looking forward to working with Cory and the team. He is very personable and very transparent. So Happy!!

5 /5 Joan Chacon: After researching for a fiduciary advisor with a solid consistent client service experience, I selected EFC Wealth. They helped me realize that I had done a great job at saving BUT I needed a better plan for reducing my future retirement tax burden, asset diversification and options to consider in building a wealth sustainable portfolio for my hopeful long retirement years. They made sure I was comfortable with my investment choices and provided information to be a more informed client. I have been with them for three years and whenever I have questions or concerns, Cory and his team have responded quickly. They offer wonderful client education workshops and special gatherings throughout the year. Retirement is looking to be a success of and enjoyment. Thank you Cory and EFC!!

5 /5 Priscilla Gales: This is a Wonderful very professional Company. Cory and his staff are very warm and welcoming from the day I walked into their office. I was never good at math nor did I have a clear understanding of all the LAYERS involved with investing and managing funds for my future retirement plan. Nonetheless, Cory and his staff made it plain and in an ABC sort of way, which has provided a retirement plan that I understand and I’m grateful. It has giving me a sense of peace to know that I will be able to live the financial quality of life I desire. Thank you EFC for ALL you do!

5 /5 LaDonna Wise: EFC has helped us grow our money for the last five years. Cory Chapman and his staff are wonderful and truly care about you and your family. I highly recommend EFC Wealth Management.

5 /5 C L Gonder: I highly recommend EFC. They were incredibly helpful in guiding me through planning for retirement. EFC is knowledgeable, patient, communicative, trustworthy, and personalized. They took the time to understand my unique financial situation and created a customized plan that aligned with my goals and risk tolerance.