Egi Financial, Inc.

EGI Financial, Inc. is a financial advisory firm based in Akron, Ohio, with a team of experienced advisors including Edgar G. Ingraham, Tyler A. Krummel, Michael D. Prescott, Brian D. Vincelette, Brian K. Weinreich, Sara Gibbs, and Kenneth R. Reeves. The firm was established in April 1992 and offers services such as investment advice and portfolio management. The advisors at EGI Financial have educational backgrounds in finance, business management, and marketing, with various professional designations such as Chartered Retirement Planning Counselor (CRPC). Clients of EGI Financial, Inc. can expect a fiduciary relationship, as the advisors act in the best interests of their clients. The minimum initial investment or account size is not specified in the brochure. The fee structure is not explicitly mentioned, but the advisors do not receive additional compensation for providing services to clients other than those of EGI Financial, Inc. Clients have the option to work with advisors who have expertise in retirement planning, asset management, and estate planning. Clients have the opportunity to review the investment allocations, client objectives, and investment activity supervised by Jeffrey C. Thomas, the Chief Compliance Officer. The advisors have no disciplinary information or disclosures related to awards, arbitration, civil suits, or bankruptcies.