Your Responsibility as our Client | AEGIScoop

October 16th, 2020 | | AEGIScoop

As part of our partnership with you we will from time to time send you important information that will affect your financial planning needs. Our partnership requires you to keep us current with your personal information, contact information, as well as any life event changes to ensure not only you receive our correspondence but that your risk tolerance, time horizon and investment needs have not changed.  Thank you for your cooperation in navigating your financial life.

What’s New at AEGIS Financial

Forbes 2023! We are excited to announce that AEGIS Financial has been named a Best-In-State Wealth Advisor by Forbes Magazine for 2023! This is the […]

AEGIS Cares | AEGIScoop

Q2 2023 Giving Plan – Comfort4Kids For AEGIS’s Quarter 2 Giving Plan, we will be donating to the Fox Valley Children’s Hospital in Neenah! We […]

One Plan. One Elite Team

We have continued to enhance the depth of the services we provide and add Team members to support each of our client relationships.  As a […]