Aegis Wealth Partners
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- We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management We also can answer your questions, including: Can I retire early? Are my investments working hard enough? Whats the best approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. Aegis Wealth Partners is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1291 Boston Post Rd, Ste 101, Madison, CT 06443, ph# 203.318.7070 PAS is an indirect, wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. 2015-5159 Exp 4/17
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Headquarters:1291 Boston Post Road Suite 101, Madison, Connecticut, United States
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Phone Number: +1 203-318-7070
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Website: https://www.aegiswealthpartners.com
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Employees:13
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Revenue:$1 - 10M
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Legal Name:Aegis Wealth Partners
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| NAICS Code: 524210 |
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Frequently Asked Questions regarding Aegis Wealth Partners
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Where are Aegis Wealth Partners's Headquarters?
Aegis Wealth Partners's Headquarters are in 1291 Boston Post Road Suite 101,Madison,Connecticut,United States
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What is Aegis Wealth Partners's phone number?
Aegis Wealth Partners's phone number is +1 203-318-7070
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What is Aegis Wealth Partners's official website?
Aegis Wealth Partners's official website is https://www.aegiswealthpartners.com
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What is Aegis Wealth Partners's Revenue?
Aegis Wealth Partners's revenue is $1 - 10M
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What is Aegis Wealth Partners's NAICS code?
Aegis Wealth Partners's NAICS code is 524210
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How many employees are working in Aegis Wealth Partners
Aegis Wealth Partners has 13 employees
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What is Aegis Wealth Partners's Industry?
Aegis Wealth Partners is in the industry of Financial Services
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Who is Aegis Wealth Partners's Managing Partner?
Aegis Wealth Partners's Managing Partner is Dave Schiller