What Sets Us Apart

Consistently at the head of our class

What sets Educators First Financial apart from other financial services firms? While we help all who come to us, we are one of the only full-service financial firms that is committed specifically to the needs of educators and state employees. This focus has allowed us to become proficient in helping our clients make the most of their PSERS and SERS benefits by successfully incorporating them into their overall financial plans.

While EFFPA offers a full range of outstanding services and products, the best interests of our clients will ALWAYS come first. Our team’s unmatched client care has been nationally recognized by the financial services industry. We take a personalized approach to working with our clients, and interact with them on a regular basis. EFFPA’s success is defined not by numbers, but by the quality of the long-term relationships that we establish with our clients, based on a mutual understanding and trust.

We are not product-driven, and will never recommend a financial solution until we can see the entire picture and understand what the desired results are. If we are unable to provide financial solutions that a client is comfortable with, we will be the first to suggest that they look elsewhere, even if it means not doing business with us.

Like all good educators, we are intent on explaining financial concepts clearly and in terms that are easy to understand. We encourage clients to ask questions, challenge us, and take an active role in their financial education and the creation of their specific strategies. We help them weather economic fluctuations and market swings by advocating sensible, long-term investing, and work closely with them so that they remain confident in and comfortable with the financial suggestions we provide.

We attend our clients’ PSERS exit meetings with them, to handle all paperwork and formalities, and help lessen the anxiety of transitioning into retirement. Our clients tell us that valuable services like these, backed by our commitment to excellence, set us apart and make us unique.

If our approach is different than what you are used to and you would like to learn more, we invite you to contact us! 

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Check the background of this financial professional on FINRA's BrokerCheck