Welcome!

Welcome to American Heritage Securities and EGI Financial!

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.

Do you want to.....
  • 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. Please visit all the areas of our website to learn more, then contact us at (330) 535-0881 or Click Here to meet with an advisor.


Learn about our Firm and Employees at FINRA’s Broker Check site.