efs-advisors-logoUECU has partnered with EFS Advisors to offer financial consulting services to assist members with planning for a secure financial future. Options include:

  • 403(b) Retirement and Match Plan Guidance
  • State Pension Projections & Planning
  • Professional Investment Allocation & Management
  • College Funding
  • Tax-Deferred Annuities
  • Health Care Planning, including Life and Long-term Care Solutions

UECU members may receive a detailed retirement/investment analysis without cost or obligation. The representatives of EFS Advisors offer personal consultation at your convenience — whether that's at school, home, the office, or the credit union.

Josh Decker, CFP®, Apple Valley

David Wolfe, Coon Rapids and Woodbury

Dean Ingvalson, CFP®, Minnetonka

EFS Advisors has financial advisors statewide. For members living outside the Twin Cities area call 763-689-9023, 877-403-2374 or visit www.efsadvisors.com, click on "Find an Investment Advisor" to be referred to a representative in your area.

Securities offered through Advanced Advisor Group, Member FINRA & SIPC. Investment Advisory Services offered through Educators Financial Services, a Registered Investment Advisor.

440 Emerson St N Ste 4, Cambridge MN 55008 (877) 403-2374.

Advanced Advisor Group and Educators Financial Services are affiliates under common control D/B/A EFS Advisors and are not affiliated with United Educators Credit Union.

Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.

Don't hesitate to ask! We'd love to hear from you.