Insights

Affiliated Firm Presence Two related financial services entities operating as American Heritage Financial in Akron, Ohio present cross-sell opportunities between independent financial advice and full-service brokerage, enabling combined wealth management and retirement planning offerings.

Small to Mid Market With 11-50 employees and revenue in the low to mid millions, there is potential for scalable advisory and back-office tech solutions, financial planning tools, and client acquisition support tailored to smaller firms seeking growth and efficiency.

RIA and Brokerage Loop As a Registered Investment Advisor offering discretionary money management and a full service broker/dealer clearing through First Clearing, there is opportunity to introduce modern portfolio management platforms, compliance automation, and integrated CRM to streamline advisory and trading workflows.

Tech Modernization Current tech stack mentions Apache Traffic Server; this indicates potential for modernization needs around data integration, client portals, and cybersecurity to enhance client experience and regulatory resilience.

Growth Readiness Revenue scale and local ownership position the firm for partnerships around succession planning, advisor training programs, and digital marketing services aimed at client acquisition, referral networks, and expanding retirement and education planning services.

EGI Financial, Inc. & American Heritage Securities, Inc. Email Formats	Example	Percentage
FLast@egifinancial.com	JDoe@egifinancial.com	100%

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

Example

Percentage

FLast@egifinancial.com

JDoe@egifinancial.com

100%

Frequently Asked Questions

What is EGI Financial, Inc. & American Heritage Securities, Inc.'s phone number?

You can contact EGI Financial, Inc. & American Heritage Securities, Inc.'s main corporate office by phone at

+1-330-535-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is EGI Financial, Inc. & American Heritage Securities, Inc.'s official website and social media links?

EGI Financial, Inc. & American Heritage Securities, Inc.'s official website is egifinancial.com and has social profiles on LinkedIn.

How much revenue does EGI Financial, Inc. & American Heritage Securities, Inc. generate?

As of July 2026, EGI Financial, Inc. & American Heritage Securities, Inc.'s annual revenue is estimated to be $1M - $10M.

What is EGI Financial, Inc. & American Heritage Securities, Inc.'s SIC code NAICS code?

EGI Financial, Inc. & American Heritage Securities, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does EGI Financial, Inc. & American Heritage Securities, Inc. have currently?

As of July 2026, EGI Financial, Inc. & American Heritage Securities, Inc. has approximately 11 employees across 1 continents, including North America. Key team members include Chief Actuary: M. T.Owner: A. R.Vice President, Business Development: B. S.. Explore EGI Financial, Inc. & American Heritage Securities, Inc.'s employee directory with LeadIQ.

What industry does EGI Financial, Inc. & American Heritage Securities, Inc. belong to?

EGI Financial, Inc. & American Heritage Securities, Inc. operates in the Financial Services industry.

What technology does EGI Financial, Inc. & American Heritage Securities, Inc. use?

EGI Financial, Inc. & American Heritage Securities, Inc.'s tech stack includes Apache Traffic Server.

What is EGI Financial, Inc. & American Heritage Securities, Inc.'s email format?

EGI Financial, Inc. & American Heritage Securities, Inc.'s email format typically follows the pattern of FLast@egifinancial.com. Find more EGI Financial, Inc. & American Heritage Securities, Inc. email formats with LeadIQ.

When was EGI Financial, Inc. & American Heritage Securities, Inc. founded?

EGI Financial, Inc. & American Heritage Securities, Inc. was founded in 1992.

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

Q: What is EGI Financial, Inc. & American Heritage Securities, Inc.'s NAICS code?

EGI Financial, Inc. & American Heritage Securities, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States11-50 Employees

EGI Financial, Inc. and American Heritage Securities, Inc. operate as affiliated financial service firms based in Akron, Ohio. Established in 1992, the entities provide independent financial guidance and full-service brokerage on a personalized basis, with EGI Financial functioning as a registered investment adviser offering discretionary money management. American Heritage Securities acts as a full-service broker/dealer clearing through First Clearing Corporation, one of the country’s largest clearing firms. The firms collectively address a range of financial needs for individuals and companies, including saving for the future, funding education, retirement planning, wealth management, investment portfolio construction, and addressing complex financial challenges for both personal and business contexts. The organization positions itself as a locally owned advisory and brokerage presence within the financial services industry, serving clients in the Akron area and surrounding region.

Insights

Similar companies to EGI Financial, Inc. & American Heritage Securities, Inc.

Charles Schwab

Wells Fargo Advisors

Ameriprise Financial

Fidelity Investments

Vanguard

TD Ameritrade

LPL Financial

Merrill Lynch

Morgan Stanley

Edward Jones