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 true fiduciary, it takes a Team to ensure that we are meeting our commitment to always act solely in the best interest of our clients. We are investing heavily in technology to build infrastructure that allows us to communicate effectively as a Team to ensure that we are all working towards one goal – the success of your financial plan. Instead of just having one point of contact with AEGIS Financial, you now have access to every member of our entire dedicated Team.
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 […]
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 […]
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 […]