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Start planning for a secure financial future.

Financial Planning 

Through a partnership with EFS Advisors, you can access financial consulting services to plan 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
financial planning

This partnership offers 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.

Contact Us

David Wolfe, Coon Rapids

Adell Hargreaves, CRES

Tyler Frost, CFP®, CRPS®

Greg Burkhart

Dean Ingvalson, CFP®, Minnetonka Area

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.

efs advisors


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

1995 E Rum River Dr S,  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 Expedition 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.