EGSI Financial

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

5100 Parkcenter Ave Ste 120, Dublin, Ohi...

Phone Number

(614) 526-4118

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About EGSI Financial

EGSI Financial is a financial planning firm based in Central Ohio, specializing in services for soon-to-be-retired and current retirees. The company focuses on guiding clients through complex retirement decisions to ensure their financial well-being. As fiduciaries, they provide personalized financial planning, including income, investment, tax, healthcare, and legacy planning. Their mission is to empower clients with clarity, confidence, and certainty regarding their retirement funds.Explore more
EGSI Financial's Social MediaPopular SearchesEGSI Financial IncEGSI FinancialDublin Metal CorpThe Egsi Financial Group IncEgsi Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

EGSI Financial Org Chart

PhoneEmail
LS
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Director, Client Services

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Manager, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EGSI Financial

<$5M
1-10
Private
-
2002
LS
LeAnne SiddellDirector, Client Services
<$5M
1-10
Private
-
2005
KK
Kahau KaiFinancial Advisor
<$5M
1-10
Private
<$5M
2005
MT
Matthew TaylorPresident and CFP
<$5M
11-50
Private
-
2004
KB
Kyle BostonChief Investment Officer
<$5M
1-10
Private
-
2014
AH
Ansley HarringtonDirector, Operations
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
-
2008
AL
Ashley LaNeaveManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

EGSI Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

EGSI Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about EGSI Financial.

EGSI Financial Tech Stack

A closer look at the technologies used by EGSI Financial

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Frequently Asked Questions Regarding EGSI Financial

What is EGSI Financial's official website?
EGSI Financial's official website is www.egsifinancial.com
What is EGSI Financial's Revenue?
EGSI Financial's revenue is <$5 Million
What is EGSI Financial's SIC code?
EGSI Financial's SIC: 62,628
What is EGSI Financial's NAICS code?
EGSI Financial's NAICS: 52,523
How many employees does EGSI Financial have?
EGSI Financial has 1-10 employees
What industry does EGSI Financial belong to?
EGSI Financial is in the industry of: Finance, Securities Trading
What is EGSI Financial competition?
EGSI Financial top competitors include: Taylor Retirement Services, Wealth Innovations, First Coast Financial Group, Silversword Asset Management
What technology does EGSI Financial use?
Some of the popular technologies that EGSI Financial uses are: WordPress.org, PHP, Citrix ShareFile, Microsoft 365
How do I contact EGSI Financial?
EGSI Financial contact info: Phone number: (614) 526-4118 Website: www.egsifinancial.com
What does EGSI Financial do?

EGSI Financial is a financial planning firm based in Central Ohio, specializing in services for soon-to-be-retired and current retirees. The company focuses on guiding clients through complex retirement decisions to ensure their financial well-being. As fiduciaries, they provide personalized financial planning, including income, investment, tax, he... althcare, and legacy planning. Their mission is to empower clients with clarity, confidence, and certainty regarding their retirement funds.Read More

What are EGSI Financial social media links?
EGSI Financial Linkedin page EGSI Financial Twitter page EGSI Financial Facebook page
Is EGSI Financial a public company?
EGSI Financial is private company therefore does not currently have an official ticker symbol
See more information about EGSI Financial

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