EGI Financial, Inc. & American Heritage Securities, Inc.

www.egifinancial.com

EGI Financial Inc and American Heritage Securities Inc. are affiliated financial service firms locally owned and operating as American Heritage Financial. Located in Akron, Ohio, our companies were established in 1992 with the objective of providing independent financial advice and full service brokerage services on a personalized basis. Our affiliated firms can help you solve the multitude of financial challenges you face by working with you to identify, monitor and achieve your financial goals. • Learn how to save for the future • Provide for your children's education • Plan for your future retirement • Achieve long-term financial security • Generate a reliable retirement income plan • Build an investment portfolio • Solve more complicated wealth management challenges • Manage your company's financial needs Whatever your challenge may be, we encourage you to sit down with one of our advisors for a no obligation consultation to discuss how we can help you achieve your life goals. Visit our website at www.egifinancial.com to learn more, or contact us at (330) 535-0881. American Heritage Securities is a full service broker/dealer clearing through First Clearing Corporation, one of the largest clearing firms in the country. EGI Financial is a Registered Investment Advisory firm providing discretionary money management services.

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EGI Financial Inc and American Heritage Securities Inc. are affiliated financial service firms locally owned and operating as American Heritage Financial. Located in Akron, Ohio, our companies were established in 1992 with the objective of providing independent financial advice and full service brokerage services on a personalized basis. Our affiliated firms can help you solve the multitude of financial challenges you face by working with you to identify, monitor and achieve your financial goals. • Learn how to save for the future • Provide for your children's education • Plan for your future retirement • Achieve long-term financial security • Generate a reliable retirement income plan • Build an investment portfolio • Solve more complicated wealth management challenges • Manage your company's financial needs Whatever your challenge may be, we encourage you to sit down with one of our advisors for a no obligation consultation to discuss how we can help you achieve your life goals. Visit our website at www.egifinancial.com to learn more, or contact us at (330) 535-0881. American Heritage Securities is a full service broker/dealer clearing through First Clearing Corporation, one of the largest clearing firms in the country. EGI Financial is a Registered Investment Advisory firm providing discretionary money management services.

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Country

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State

Ohio

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City (Headquarters)

Akron

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Employees

11-50

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Founded

1992

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Employees statistics

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Potential Decision Makers

  • Vice President , Business Development

    Email ****** @****.com
    Phone (***) ****-****
  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Principal

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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