Educators First Financial of Pennsylvania Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Educators First Financial of Pennsylvania (EFFPA) is a financial services firm based in the Philadelphia area, focused on helping teachers and state employees maximize their pensions as part of broader financial planning. The company serves public school employees and others seeking objective guidance to identify financial objectives, protect wealth, and prepare for unexpected events, emphasizing client advocacy and long-term relationships over product-selling. Positioned within the financial services industry, EFFPA markets itself as client-focused, aiming to earn loyalty through clear, frequent communication and a commitment to community involvement in the districts it serves. The firm operates from Limerick, Pennsylvania, and describes its mission around supporting educators and public-sector workers, with securities and investment advisory services offered through a separate entity within the Osaic Wealth network.

Find Educators First Financial of Pennsylvania employees' phone numbers or email addresses

Educators First Financial of Pennsylvania Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Educators First Financial of Pennsylvania's Leadership

  • Stylized image of a person
    W. L.
    President And Ceo
    Phone icon
  • Stylized image of a person
    I. O.
    Financial Planner
    Phone icon

Educators First Financial of Pennsylvania Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Banking

Contact profiles from Educators First Financial of Pennsylvania

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. L.
    President And Ceo
    Phone icon
    United StatesPennsylvania
    Jun 25, 2026
  • Stylized image of a person
    I. O.
    Financial Planner
    Phone icon
    United StatesPennsylvania
    Jun 26, 2026

Frequently Asked Questions

What is Educators First Financial of Pennsylvania known for?

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Educators First Financial of Pennsylvania was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 649 North Lewis Road Suite 200 Limerick, Pennsylvania 19468 United States. Explore Educators First Financial of Pennsylvania's company overview page for more information.

What is Educators First Financial of Pennsylvania's most common email format?

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Educators First Financial of Pennsylvania employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Educators First Financial of Pennsylvania email formats with LeadIQ.

How many employees does Educators First Financial of Pennsylvania have currently?

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Educators First Financial of Pennsylvania has approximately 2 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Educators First Financial of Pennsylvania's key employees and leadership?

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As of June 2026, Educators First Financial of Pennsylvania's key employees include:

  • President And Ceo: W. L.
  • Financial Planner: I. O.

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