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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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Upcoming Events

EFA Workshop: Practice Management

WHEN
Tuesday, May 16, 2017, 9:00am - 2:00pm

WHERE
EFA Home Office

580 Fishers Station Drive, Victor, NY 14564

 

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Lunch and Learn: Vantage Investment Advisors

WHEN
Thursday, April 20, 2017

WHERE
Next Door Bar & Grill

3220 Monroe Ave, Rochester, NY 14618

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Securities America Connect National Conference

WHEN
Sunday, June 25, 2017 - Wednesday, June 28, 2017

WHERE
Hilton San Diego Bayfront
1 Park Blvd
San Diego, CA 92101 

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