We believe that service to others is life's greatest investment. We are an independent, insightful wealth planning team who combine tax mitigating strategies & financial life planning to help guide you through your life journey.
AEGIS Financial advisors and associates bring you an advantage by organizing achievable goals and sharing comprehensive financial knowledge that empowers you to better serve yourself.
Advisory products and services offered through AEGIS Financial, a registered investment advisor.
*The Forbes Best in State for Wealth Advisors rating does not guarantee future performance outcomes and does not ensure that a client or prospective client will experience a higher level of performance or result. There is no payment given to qualify or receive this rating. However, there is a user fee paid to use the Forbes Best in State Logo(s). For further disclosure visit https://aegisfinancialplanners.com/wp-content/uploads/2025/04/2025-Long-Forbes-Disclosure.pdf
Company Details
- Employees
- 26
- Address
- 530 N. Koeller Street, Oshkosh,wi 54902,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- aegisfinancialplanners.com
- HQ
- Oshkosh, WI
Aegis Financial Questions
Aegis Financial's website is aegisfinancialplanners.com
Aegis Financial's LinkedIn profile is https://www.linkedin.com/company/aegis-financial
Aegis Financial has
26 employees.
View email and phone details for 26
employees at Aegis Financial.
Aegis Financial's industry is
Financial Services
Aegis Financial's top competitors are
Emplify Health,
C³ Corporation,
Avaii Wealth Management,
Community First Credit Union - Appleton Wisconsin,
Aegis Financial,
Valley Wealth Management,
Myklebust, Horne And Fies Financial Group,
Lake Lawn Resort,
Spm Financial,
Black Duck Partners.
Aegis Financial's categories are Financial Services
