AEGIS Financial

Jun 2022

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.

Feb 2022

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.

Feb 2021

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.