August 15, 2016

Connecticut, Manhattan financial services firms merge

Aegis Wealth Partners, a Connecticut-based financial services firm, is merging with National Financial Network of Manhattan.

The new alliance expands Aegis' regional presence with five offices serving the Tri-state area. Operating under existing names, the merged company now serves more than 25,000 clients with more than $10 billion in life insurance benefits in force, and more than $1 billion in client policy and account values administered.

Brett Amendola, president of Aegis, said the opportunity for growth is "tremendous" at the new company.

Aegis offices are located in Madison and Milford. National Financial Network offices are in downtown Manhattan, Midtown and Garden City.

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