Wealth Managment

WE’RE PARTNERING FOR YOUR FUTURE
Introducing our new Wealth Management services

Helping You Reach Your Goals

Here at EFCU, we want to help you soar above to reach your financial goals. That’s why we’ve partnered with Read & Powell Financial Services, LLC, to offer financial planning and Wealth Management services for our members.

 

Providing capable, experienced guidance and expertise, your personal advisor will help you get on the path to living the dreams you have for your future, including a comfortable retirement, providing your children higher education, building and transitioning wealth, and more.

EFCU Wealth Management Services from
Read & Powell
Financial Services, LLC

  • Retirement planning
  • Individual, joint, and trust brokerage accounts
  • 401K Rollover, Traditional and Roth Individual Retirement Accounts
  • Business accounts, including 401(k)s, Simple and SEP IRAs, and profit-sharing plans
  • Estate planning
  • Wealth accumulation strategies
  • Education accounts

RPFS

Eric L. Wiseman
Registered Investment Advisor Representative
775.738.1068 | eric@readandpowell.com

Eric L. Wiseman

Registered Investment Advisor Representative

Experience

Eric is Registered Investment Advisor Representative and has been part of the Read and Powell family since 2006. He became a partner with Read & Powell Financial Services, LLC. in January of 2021. He addresses clients with their investment needs and retirement goals. He also assists employers with the creation and maintenance of 401k plans that benefit both the employer and their employees.

Personal

Eric has been part of the Elko community for more than 20 years. He resides in Elko with his wife, Elizabeth and son, Tyler.

Your registered investment advisor representative, Eric L. Wiseman of Read & Powell Financial Services, can personally work with you to address your investment needs and financial goals right at our Elko branch. He takes time to get to know you, your risk tolerance, and your individual goals – and then develops solutions and strategies to help you reach them.

Schedule your complimentary, no-obligation consultation by calling us at 775.738.1068

Eric L. Wiseman

Registered Investment Advisor Representative

Experience

Eric is Registered Investment Advisor Representative and has been part of the Read and Powell family since 2006. He became a partner with Read & Powell Financial Services, LLC. in January of 2021. He addresses clients with their investment needs and retirement goals. He also assists employers with the creation and maintenance of 401k plans that benefit both the employer and their employees.

Personal

Eric has been part of the Elko community for more than 20 years. He resides in Elko with his wife, Elizabeth and son, Tyler.

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