Marc  Geels,  CFP<sup>&reg;</sup> - Financial Advisor

Marc Geels, CFP®

Managing Partner

EFS Group

5764 Sunnybrook Dr
Sioux City, IA 51106
(712) 224-4651

General

Marc Geels is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EFS Group in Sioux City, IA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Business Taxes, Investment Management, Estate Planning, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources