Location: Sioux City, IA
Broker-Dealer: Securities America
Custodian: National Financial Services
Top Executive: Marc Geels, CEO & Wealth Manager
EFS Group Wealth Management of Sioux City, IA places an emphasis on employee involvement in its philanthropic endeavors. Employees completed a total of 500 community service hours collectively over the past fiscal year. That averages to over 45 hours per person! This is made possible by EFS Group’s Volunteer Time Off policy, where employees are offered up to 40 hours per year to participate in volunteer projects as a group.
The firm chooses a different nonprofit each year as the beneficiary of its annual Charity Golf Classic. This past year, the Charity Golf Classic was held in conjunction with an auto show and provided an opportunity to raise funds and awareness for Partners for Patriots. Partners for Patriots is an Iowa nonprofit that provides service dogs to disabled veterans. After raising enough funds for a service dog to be trained and adopted, employees got to name the dog “Sarge.” The firm took this initiative one step further by hosting Food Truck Friday in partnership with Lowe’s Home Improvement Store so members of the public could meet Sarge and learn more about Partners for Patriots.