Aegis Wealth Advisors

More Info

The mission of Aegis Wealth Advisors is to provide families with insightful and objective guidance to optimize and protect their financial future.

General Info

The mission of Aegis Wealth Advisors is to provide families with insightful and objective guidance to optimize and protect their financial future. As a Fiduciary Financial Advisor, it is our duty to uphold the highest legal standard of care, trust, and diligence for our clients…and always put the best interests of our clients first. We are not obligated to any brokerage house or investment bank, but we do not work alone. Our strategic partnerships provide us with an efficient office, cutting edge technology, and access to world renowned Investment Committees. Our client first business model provides the freedom and objectivity to provide a far wider spectrum of investment and financial planning analysis. We are not pressured by sales executives or corporate shareholders attempting to promote unsuitable products, investments, or advice. Our loyalty is to our clients.

Email

Email Business

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Services/Products

Small employer plans, Health/Medicare Insurance, IRA & 401K Rollovers, Investment consulting, Retirement Income, Life Insurance Planning, Financial Advisor, Estate Planning & Trusts.

Accreditation

National Ethics Association Financial Advisor

Other Link

Primary Website

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management

Reviews

Details

Phone: (262) 369-5200

Address: 1208 State Road 83, Hartland, WI 53029

Website: Primary Website