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Who We Are

We are a group of independent financial professionals with a passion for supporting advisors who do the right thing, for the right people, for the right reasons.

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What We Do

We provide a robust support system for today's financial professional, built on a foundation of years of experience and strong strategic partnerships.

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Why We Do It

We believe that better advisors build better futures, and that independent advisors provide the highest caliber of service.  But just because you are independent, doesn't mean that you have to be alone.

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Take Charge of Your Future.

Don’t let momentum dictate the future of your business.

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Evolution Financial Advisors Holiday Open House

Thursday, December 14, 2017

3:00pm - 6:00pm


EFA Home Office

580 Fishers Station Drive, Victor NY 14564


Behavioral Financial Advisor Designation Training

January 17-18, 2018 & February 20, 2018


2001 Sixth Avenue
16th Floor Conference Room
Seattle, WA 98121

Next Level Class #18

Tuesday, February 6, 2018 8:00am - 5:00pm & Wednesday, February 7, 2018 8:00am - 12:00pm


Securities America’s Corporate Headquarters

Omaha, NE

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