AEGIS Financial - Oshkosh, Wisconsin

AEGIS Financial

Address: 530 N Koeller St, Oshkosh, WI 54902.

Phone: 02334650.

Website: aegisfinancialplanners.com.

Especialidades:

Financial planner.

Otras características:

Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.

Esta compañía tiene 14 opiniones en Google My Business.

Opiniones:

Los clientes mencionan que Aegis ha sido extremadamente útil. Han sido muy útiles para los clientes que se han jubilado hace un año y han proporcionado consejos profesionales excepcionales mientras su cartera sigue creciendo. Los clientes confían en Aegis y les ayudan a tomar decisiones sensatas. Los clientes se aseguran de seguir confiando en Bill y la familia Aegis para ayudarles a navegar por este ‘coso’ llamado la jubilación. Los clientes expresan su gratitud por todo lo que han hecho y disfrutan de las reuniones. Los clientes anuncian que recomiendan a Aegis a cualquier persona que necesite planificación financiera.

Su ubicación:

AEGIS Financial está ubicado en Oshkosh, WI 54902.

Calificación media de opinión:

La calificación media es de 4.4/5.

👍 Reviews of AEGIS Financial

Mark B.

5/5

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.

De A. L.

5/5

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.

Merlyn F.

5/5

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.

Corinne B.

1/5

They fired me as a client because my account balance was too low (due to Biden) to justify them servicing my account any longer. Then when I called for information regarding some of my holdings in the past to be able to file a claim in a lawsuit I was treated like an inconvenience. They also bounced me around to each new employee while I had my accounts with them. Each new employee had to be retrained by me ...this is very inconvenient and time consuming for a customer who was with them for over 10 years. I even referred people to them and not even a thank you.

Glenn F.

5/5

The Aegis Team is most knowledgeable and concerned for their clients. I would highly recommend them to anyone.

Robert S.

5/5

Brian Rogers is a very trustworthy person. He will look out for your best interests, I have no reservations about referring him to friends and family.

Rebecca N.

5/5

The AEGIS family is always ready to accommodate our financial needs and questions; a great group of caring professionals!

McCleer L. O.

5/5

The folks at Aegis are knowledgable and courteous. I'm a local estate planning attorney, and I'm happy to refer clients to Aegis.