Heir Associates Competitors

Caring Transitions is the nation’s largest and most trusted organization specializing in downsizing, relocation, estate sales, decluttering, home cleanouts, online auctions and other services. Schedule a free consultation at www.caringtransitions.com or give us a call at 844.220.5427.

Aegis Financial is one of the premier financial marketing organizations in the country providing annuity, life insurance, wealth management, retirement and business solutions to independent insurance professionals, financial advisors and their clients. For nearly 25 years, ‘First Annuity,’ now Aegis Financial, has focused on providing a small business experience with high level resources often associated with larger firms, giving their clients the best of both worlds. “As our company continues to grow, it was important to us to choose a name that will accurately represent everything we do here,” says Darin Lucas, President and CEO. “It is equally as important for us to maintain the small business culture our clients have come to depend on to help grow their businesses.” “Where we came from is still who we are today,” says Carl Muehlemeyer, Chief Operating Officer, “and we will continue to keep our clients (agents) at the center of everything we do.” Darin and Carl founded First Annuity in 1995 and together, envisioned creating a business that had “fewer clients, more attention,” based on the movie Jerry McGuire. That commitment is still in place today at Aegis Financial and both principals stress that, although the brand is changing, the DNA of the firm, including ownership and staff will remain the same.

Welcome to Custom Wealth Strategies, where we bring comprehensive wealth management to the forefront for busy professionals like you. With a focus on smart retirement planning, our services are designed to align with your unique financial goals. Operating in 24 states, we've earned an admirable reputation for our personalized approach in estate planning, financial independence planning, investment management, and tax optimization. Our dedicated team, with years of experience as CPAs and CFPs, specializes in coordinating all aspects of your financial life. Whether you're a physician, executive, business owner, or approaching retirement, we understand the complexities of your financial needs. Our philosophy centers on cutting through the complexity to focus on what's essential – strategic, informed financial decisions that support your long-term objectives. At Custom Wealth Strategies, we don't just manage your wealth; we believe in empowering you to make informed financial decisions. Our approach integrates your personal and professional aspirations, ensuring every financial strategy is tailored to your lifestyle. Let's elevate your financial planning to a higher level and secure the future you've worked hard for. Discover the difference at Custom Wealth Strategies – where your success is our mission. Required Disclosure: Securities and advisory services are offered through Commonwealth Financial Network®, https://www.finra.org/#/ / https://www.sipc.org/, a Registered Investment Adviser. Custom Wealth Strategies 4990 Transit Road Depew, NY 14043 716-771-1888. The Financial Advisor associated with this website may discuss and/or transact business only with residents in states which he is properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/terms-of-use