Aegis Wealth Partners

Aegis Wealth Partners

Categories

Insurance Agencies, Brokerages & Related Activities

About Us

Steve DeGraff is a Partner with Aegis Wealth Partners. As a Financial Planner for nearly 20 years Steve and his partners due the heavy lifting of organizing and guiding individuals and business owners on "what to do next". There is seldom time for client's to work on financial issues alone. By taking a collaborative approach Steve and his Aegis partners allow clients to make timely decisions and improve their outcomes.

Steve also teaches Financial Education workshops at our office on a variety of topics such as: financial fundamentals, investing, retirement, Social Security & Medicare, Business Succession Planning, and more. Email sdegraff@aegiswealthpartners.com or call 860-460-0396 for more information.

Highlights

  • Business Exit & Succession Planning
  • Divorce Financials
  • Retirement Planning
  • Financial Planning
  • Investments & Insurance

Images

Grand Opening Day celebration with the Chamber
Aegis Classroom
Chart your course
Comfortable meetings.  Useful technology
Conveniently located

Rep/Contact Info

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Steven H DeGraff
Partner

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