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Professional financial advisors face many challenges in trying to best meet their clients' needs. EFA offers you a unique and valuable combination of an experienced branch-level support structure and a culture of independence.

Evolution Financial Advisors is an OSJ firm offering a full menu of services to support your:

  • Business operations
  • Customer service
  • Financial planning strategies
  • Compliance and Supervision
  • Business development
  • Professional growth

We provide a wide range of support services aimed at helping you stay focused on your clients, minimizing the time and energy you spend on non-revenue producing activities.

Our goal is to serve as your primary point of contact on all business relating to the broker/dealer. We provide the resources you need to process client business, review investment strategies, and remain compliant with industry rules and regulations.

EFA's friendly staff, broad and deep resources, and seasoned experience at supporting advisors can help you run an efficient, productive and enjoyable practice.

Call Chris Virgil at (585) 267-8000 today to confidentially discuss how EFA can help you reach a new level of success.