Company

Egan Wealth Advisors

Financial Services United States 5 employees

Employees: 5
Contacts: 2
Emails: 2
Phones: 1

eganwealthadvisors.com LinkedIn

Egan Wealth Advisors Overview

Headquarters: United States
Website: eganwealthadvisors.com
Industry: Financial Services
Employees: 5
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Fiduciary Tax Planning Estate Planning Insurance Planning Certified Financial Planners Family Office Services Fiduciary Advice Investment Management Retirement Planning Income Planning Social Security

About Egan Wealth Advisors

At Egan Wealth Advisors, we offer Fiduciary Advice as it relates to overall Financial Planning for High New Worth Young Professionals, Pre-Retirees, Small Business Owners, and Individuals experiencing a Life Event. Our Financial Planning Services include Investment Management, Estate Planning, Tax Planning, Insurance Planning, Retirement Planning, and overall Family Office Services. We proactively plan and implement customized financial plans designed to help you achieve your goals and objectives. Our team is committed to building a deep, meaningful relationship that last for generations, strengthened by values of integrity, honesty and genuine compassion. Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment Adviser.

Egan Wealth Advisors Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 1; 33.3% coverage

Egan Wealth Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Judy Egan	Bartender at Crystal Springs Resort	New York City Metropolitan Area, United States	Email Phone
Jennifer Glogolich	Client Service Manager at Egan Wealth	Chatham, New Jersey, United States	View
Sarah A. Melzer, Cfp®	Wealth Advisor at Egan Wealth Advisors	Madison, New Jersey, United States	Email