Who We Are
From Our Historic Location, Our Visionary Approach to Financial Planning.
We are compassionate women driven to empower our clients. Located on Charlestown’s historic Main Street, EF Financial first opened its doors in 1999. While New England residents make up the majority of our client base, our services extend across the country. We are driven to help our clients pursue personal financial success through all stages of life. It’s what drives us to continually provide the highest level of service. We consider ourselves financial cheerleaders, and we take pride in boosting our clients’ confidence in even the most complex financial matters.
Our team specializes in a spectrum of services, from comprehensive financial planning and investment management to corporate retirement benefits, life insurance planning and more.
To ensure the total integration of your financial strategies, we serve as liaisons between our clients and other professionals they might have already contracted, from accountants to attorneys.
Consistently recognized by clients for our availability, knowledge, generosity of time, and patient understanding, we pride ourselves on the success of our business and the success of our clients. We truly love what we do, and we align our professional experience with our personal interest in advancing the lives of our clients.