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No matter what your financial needs are, we have advisors who can help.

With educator-specific advice comes confidence that you will achieve your goals. In fact, investors who work with advisors for 15 years or more accumulate nearly 4 times more in savings than comparable investors without advice1. So, whether you’re looking for mortgage advice, exploring investment options, want to talk about retirement, or anything else related to your money, you can count on expert advice from an Educators financial advisor.

Get a customized Financial Plan built around your
unique financial situation

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Skip the ‘one-size-fits-all’

Since 1975, we’ve been exclusively serving members of the education community.


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Tailor-made for you

From cash flow management to retirement planning, we’ll work with you to regularly update your plan as your needs and goals change.


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Plus, you could win $1,000

Open a new investment account by March 31st and you could WIN $1,000!2

Call 1.800.263.9541 and cite promo code myEFGplan to book an appointment today or fill out the form below and we’ll be in touch.

Yes, I'd like a customized financial plan built for me

Trusted by over 16,000 education members

See why the education community loves Educators Financial Group

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