EFM Insurance Services


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At EFM Insurance Services our goal is to meet your needs by giving you the attention and service that you deserve





Services Offered





Asset Preservation, Income Strategies, Wealth Transfer, Long-Term Care Insurance, Qualified Plan Rollovers,
Life Insurance, Fixed Annuities



About





As independent agents, we can find the appropriate solutions for your needs. Being independent means that we are not obligated to promote a specific company or product. Therefore, we have access to a variety of insurers and products from which to help you.



Find us





We will soon will be offering private or group basic financial literacy consulting. Until then feel free to contact us with any questions.



Customer Service





We know your situation is unique and so is our philosophy. Starting with our first meeting, we will listen to your financial experiences, concerns and goals. With this knowledge, and the financial information you provide, we
will then prepare recommendations to
.review in our next meeting



Contact us



EFM Insurance Services

177 Bovet Rd. 6th Flr. San Mateo, CA. 94402

(650) 343-4555

Eugene McAlister

CA. Lic 0C11540



gene@efminsurance.com

EFM Insurance Services