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

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.

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