Financial Advisors Serving You From Northern California
Retirement-ready financial strategies built around income security, tax efficiency,
and legacy protection.
We help individuals, families, professionals, pre-retirees and retirees uncover blind spots, protect what matters, and build a plan designed for real life.
Welcome to Aegis Financial & Insurance Group, serving the nation from Northern California. We understand that financial planning and insurance can be complex. Our mission is to provide clarity and guidance, helping you navigate the unknown and achieve your financial goals. Wether you are single, family or a business owner let us help you discover what you don't know and build a secure future.
Our Services
Aegis Financial & Insurance Group offers comprehensive solutions tailored to your unique needs. From financial planning to insurance, we provide the expertise and support you need to make informed decisions and protect what matters most.
Serving pre-retirees, retirees, families, professionals, and 401(k) participants who want a clear, personalized financial strategy.
Financial planning
Create a personalized roadmap to achieve your financial aspirations with confidence.
Insurance solutions
Protect your income, assets, and loved ones with tailored coverage designed for your situation.
"Aegis Financial & Insurance Group has been instrumental in helping us achieve our financial goals. Their expertise and personalized service are unmatched. We highly recommend them!"
Arden May, Northern California
Opening Hours
Mon - Fri: 9am - 5pm
All Other Times By Appointment
Contact
Socials