EF Financial Email Formats

Financial Services • Boston, Massachusetts, United States • 1-10 Employees

Key Contact at EF Financial

Marya Bergloff

Director of Information Technology

Company overview

Headquarters	Boston, Massachusetts, United States
Website	ef-financial.com
NAICS	52
Founded	1999
Employees	1-10

About EF Financial

At EF Financial, we believe wealth should reflect who you are—your values, your vision, and the legacy you want to build. We are a women-owned financial planning and investment firm dedicated to helping individuals and families create financial strategies with clarity, confidence, and purpose. Since 1999, we’ve specialized in: - Personalized financial planning for women and values-driven individuals - Retirement strategies built to support freedom and flexibility - Legacy and wealth transfer planning - A supportive, women-led advisory experience where your voice leads the conversation. We serve clients at all life stages—from building wealth to preserving it—and ensure every plan aligns with what matters most to you. You belong at every financial conversation. We’ll help you lead it. It’s more than money. It’s freedom. It’s legacy. It’s choice. Now serving clients nationwide, with offices in Boston and Nashville. 🌐 Learn more: ef-financial.com Securities offered through LPL Financial, A Registered Investment Advisor Member FINRA/SIPC

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

EF Financial has never raised funding before.

Frequently asked questions

EF Financial is located in Boston, Massachusetts, US.

EF Financial was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

EF Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at EF Financial

Marya Bergloff

Director of Information Technology

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