American Heritage Securities Inc. and EGI Financial Inc. are affiliated financial service firms locally owned and operated in Akron, Ohio. The firms were established in 1992 with the objective of providing independent financial advice and full service brokerage services on a personalized basis.
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.
Our mission is to create an experience for our client’s that far exceeds their expectations. Our proactive approach in all facets of our client’s financial needs help us provide unparalleled service. American Heritage Securities and EGI Financial advisors dedication to risk management and client service differentiate us from our competition.