About AEGIS Financial
Reviews for AEGIS Financial
Write a reviewHours
Monday: 8AM - 4:30PM
Tuesday: 8AM - 4:30PM
Wednesday: 8AM - 4:30PM
Thursday: 8AM - 4:30PM
Friday: 8AM - 3PM
Saturday: ClosedSunday: Closed
AEGIS Financial is a trusted and caring financial services provider with a long history dating back to 2009. Clients appreciate the friendly and professional staff who make them feel well-informed and comfortable during their yearly reviews. The team is always ready to accommodate clients' financial needs and answer questions, providing helpful and professional advice, especially during retirement planning. Clients feel confident that their financial future is in good hands and value the personalized support they receive. The company is highly recommended for those seeking sound financial guidance and a dedicated team to help navigate various financial stages and goals.
I have been with Aegis for a very long time (2009 before it was Aegis). I am always treated so nice by all the staff and feel like I am well informed when I have my yearly review. I feel like my financial future is in good hand with Aegis.
Aegis has been extremely helpful! We retired about a year ago & they’ve given us excellent, professional advice as we continue to grow our portfolio. We trust Aegis & rely on them to help us make sound decisions . We will continue to rely on Bill & the entire Aegis family as they help us navigate through this “thing” called retirement????. We truly appreciate everything they’ve done for us & enjoy all our meetings. We would highly recommend Aegis to anyone in need of financial planning.
The staff at Aegis Financial is top notch. My wife and I really like having semiannual reviews. Our most recent review via Zoom was very beneficial and helpful in both our short and long term planning.