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 Education Financial Services, Your 529 AdvisorsCompany InformationEducation Financial Services is known as "The 529 Advisors". Using our unique 529 Investor's Questionnaire, Education Financial Services has the unique ability to ensure that everyone has the opportunity to invest in the most suitable 529 plan based on your specific goals and interests. As a Corporate Benefit, we allow your employees choice. Your employees are no longer forced into a single plan. Contributions can be made through payroll deduction or electronic funds transfers. Administration is designed to be minimal for the employer and employee. Our employee services are vast, on-going, but always focused on your employee's unique interests. For the Individual Saver, you too can select from any of the available 529 plans. Take advantage of our 529 Advisor Questionnaire to determine which 529 plan best fits your needs. Mission StatementEducation Financial Services is dedicated to the future of all children’s education. EFS strives to meet the needs of all interested applicants by providing the most comprehensive and up to date information regarding all available 529 plans. Securities offered through Medallion Investment Services, Inc.* Non qualified withdrawals are subject to federal and state income tax and a 10% penalty. The federal tax treatment of 529 Plans under the Economic and Tax Reconciliation Act of 2001 will expire after December 31, 2010 unless Congress extends the law. Privacy PolicyGrogan Advisory Services
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