Aegis Wealth Partners joined forces with National Financial Network in August of 2016 allowing us to expand our presence into the Connecticut region. The alliance creates a strong regional presence with five offices serving the Tri-state area. The merged company, operating under the existing names, now serves more than 25,000 clients with over $10 billion in life insurance benefits in force, and over $1 billion in client policy and account values administered.
“This merger is a tremendous opportunity for both Aegis and National Financial Network,” said Brett Amendola, President of Aegis. “Our close proximity and the opportunity to leverage national leaders in financial services drew our two firms together. Expanding our presence from the Rhode Island and Connecticut area to New York City, New Jersey and Long Island, allows us to engage with people we would have never met and help them achieve their financial goals.” To learn more about Aegis Wealth Partners, CLICK HERE.
*Represents in force cash values for life, disability, and long term care insurance premiums in force, and market values of all securities accounts EXCEPT non-proprietary RIA accounts as of December 31, 2015.