• ACCOUNT LOGIN

    EFS Estate and Financial Services

    • Home
    • Our Team
    • Our Clients
      • Account Login
    • Services
      • Relationship Building
      • Investment Management & Retirement Planning
      • Long Term Care and Insurance Planning
      • Estate Planning
    • Contact Us

    Tag Archive for: estate & financial services

    You are here: Home » estate & financial services

    Simplified 1031 Exchange Seminar

    March 10, 2017
    March 10, 2017

    IS IT POSSIBLE
    to sell your property and …

    • Avoid CAPITAL GAIN TAXES?
    • Reinvest without DAILY MANAGEMENT?
    • Maintain RELIABLE INCOME?
    • Provide a LASTING FAMILY LEGACY.

    YES.

    Discover the Value of a 1031 Exchange Using a DST (Delaware Statutory Trust)
    A Powerful Tool for Financial Freedom from Capital Gains Taxes, with NO Management Headaches and Reliable Tax-sheltered Income.

    PLEASE RSVP
    by Gary Guentzel

    Retirement Planning Seminar – Owatonna

    August 4, 2015
    August 4, 2015

    You’re Invited!
    Retirement Planning, Beyond the Numbers

    Topics:

    • Wills or Trusts, which is right for me?
    • Taking the emotion out of retirement investing
    • Reducing portfolio risk without sacrificing returns
    • Reliable retirement income options

    Presented by:  Matthew B. Brozik, Estate & Financial Services

    Register Today!
    by Gary Guentzel
    • Test page
    • Test page
    • Test page
    VISIT US
    196 St. Andrews Drive, Suite 300
    Mankato, MN 56001

    CONTACT US
    Gary Guentzel: 507-625-1778
    Kim Fritz (Assistant to Gary Guentzel): 507-625-0883
    Toll Free: 800-669-8101
    Fax: 507-720-6795
    Email
    EFS Estate and Financial Services
    “A referral is a huge responsibility. It is also the highest compliment a client can give you and should never be taken lightly.”

    EFS Estate and Financial Services

    Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

    The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.