EGSI Investment Management

EST. AUM
$144,660,922

CONTACTS

CLIENT ACCOUNTS
798

Firm Details

Metro area Columbus
CRD Number 171488
Website egsifinancial.com
Client types

Overview

EGSI Financial is an independent registered investment advisory firm specializing in retirement-focused wealth management and comprehensive financial planning. The firm helps individuals, families, business owners, and retirees develop personalized investment and retirement strategies through its proprietary Retirement Fitness Plan, integrating investment management, tax planning, healthcare planning, income planning, and legacy planning to support long-term financial security.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

EGSI Investment Management

Platform Details

Investment Preferences

Alternative Activity

Address

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