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

Financial ServicesOhio, United States11-50 Employees

EGI Financial Inc and American Heritage Securities Inc. are affiliated financial service firms locally owned and operating as American Heritage Financial. Located in Akron, Ohio, our companies were established in 1992 with the objective of providing independent financial advice and full service brokerage services on a personalized basis.

Our affiliated firms can help you solve the multitude of financial challenges you face by working with you to identify, monitor and achieve your financial goals.
     •  Learn how to save for the future
     •  Provide for your children's education
     •  Plan for your future retirement
     •  Achieve long-term financial security
     •  Generate a reliable retirement income plan
     •  Build an investment portfolio
     •  Solve more complicated wealth management challenges
     •  Manage your company's financial needs

Whatever your challenge may be, we encourage you to sit down with one of our advisors for a no obligation consultation to discuss how we can help you achieve your life goals. Visit our website at www.egifinancial.com to learn more, or contact us at (330) 535-0881.  

American Heritage Securities is a full service broker/dealer clearing through First Clearing Corporation, one of the largest clearing firms in the country. EGI Financial is a Registered Investment Advisory firm providing discretionary money management services.

Find EGI Financial, Inc. & American Heritage Securities, Inc. employees' phone numbers or email addresses

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

North America
10

United States Of America
9
Canada
1

EGI Financial, Inc. & American Heritage Securities, Inc.'s Leadership

M. T.
Chief Actuary
Mobile Phone
Email
E. G. I.
President
Mobile Phone
Email
A. R.
Owner
Mobile Phone
Email
R. L.
Financial Advisor
Mobile Phone
Email
M. G.
Financial Advisor
Mobile Phone
Email
P. C.
Financial Advisor
Mobile Phone
Email

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

100%

50%

0%

2026

2025

Banking
Branding
Business
Accounting
Administrative
Other

Contact profiles from EGI Financial, Inc. & American Heritage Securities, Inc.

Name

Title

Contact Info

Location

Last Update

A. R.
Owner
Mobile Phone
Email
Oct 22, 2024
E. G. I.
President
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. T.
Chief Actuary
Mobile Phone
Email
CanadaOntario
Oct 24, 2025
R. L.
Financial Advisor
Mobile Phone
Email
United StatesLouisiana
Oct 21, 2025
M. G.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
P. C.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is EGI Financial, Inc. & American Heritage Securities, Inc. known for?

EGI Financial, Inc. & American Heritage Securities, Inc. was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 655 West Market Street Akron, Ohio 44303 United States; you can contact the main corporate office by phone at

+1-330-535-****

. Explore EGI Financial, Inc. & American Heritage Securities, Inc.'s company overview page for more information.

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

EGI Financial, Inc. & American Heritage Securities, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EGI Financial, Inc. & American Heritage Securities, Inc. email formats with LeadIQ.

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

EGI Financial, Inc. & American Heritage Securities, Inc. has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are EGI Financial, Inc. & American Heritage Securities, Inc.'s key employees and leadership?

As of December 2025, EGI Financial, Inc. & American Heritage Securities, Inc.'s key employees include:

Chief Actuary: M. T.
President: E. G. I.
Owner: A. R.
Financial Advisor: R. L.
Financial Advisor: M. G.

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