Josh Decker has been in the financial services industry since 1995 and has developed a core set of specialized skills in financial and retirement planning, asset allocation, and investment advice. He has also been recognized for his dedication to exceptional client service and sound financial advice tailored to each client.
Most often, Josh finds himself counseling members within five years of retirement, helping them make the financial transition from working life to retired life.
EFS Advisors® was founded on a belief that there is a better way to help families navigate the complex financial options they face in order to put them on a path toward their goals. We are dedicated to providing financial education, a clear plan, and a disciplined approach to help you improve your financial wellbeing.
We are a family business that has grown into a full-service wealth management firm. With EFS Advisors, you have all the resources of a big company with the personal service of a small-town firm. We know our clients by name and care about them like family.
General Information |
| Name of Broker/Dealer: | Advanced Advisor Group |
| Advisory Services Provided: | Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses |
Services |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Video Conference |
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures https://www.wiseradvisor.com/disclosure/1891495/wiseradvisor-efs-advisors-detailed-disclosure.html |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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