Investment Review Appointments

January 29th, 2021 | | AEGIScoop

We are committed to completing an investment review with you at least annually. During each review, the team at AEGIS Financial will attempt to schedule your next review. We understand that your schedule 6 months or a year from now may change. Scheduling the appointment in advance helps us to service our growing client base. We greatly appreciate your help by scheduling in an advance.

In the past, AEGIS Financial mailed out postcards to remind you to call and setup your periodic investment review or to remind you of your scheduled appointment date and time, instead we will be sending you an email from our general mailbox ( for you to call to schedule your investment review. We will also send an email reminder one month prior to the appointment, and a phone call reminder one week prior to the appointment. If you do not have an email address, we will still send you a post card in the mail. If you have any questions or need to make an appointment, please call Courtney, AEGIS’ Communications Coordinator at our Oshkosh office at (920) 233-4650. Courtney handles confirming and scheduling all appointments.

We appreciate your understanding and cooperation in advance.  Please ensure you are checking your email periodically as email has become our most common method of communication.

If you are not comfortable coming into our office due the pandemic, we are now offering both zoom and phone call investment reviews. We will still be holding in person reviews as well using social distancing guidelines.

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