Company Overview
- Headquarters
- 25 Independence Blvd, Warren NJ
- Website
- aepg.com
- Phone
- (908) 757-****
- Employees
- 28
- Founded in
- 1983
- Industry
- Financial Services
- NAICS Codes
-
54 - Professional, Scientific, and Technical Services541 - Professional, Scientific, and Technical Services5419 - Other Professional, Scientific, and Technical Services54199 - All Other Professional, Scientific, and Technical Services
- SIC Codes
-
89 - Services, Not Elsewhere Classified899 - Services, Not Elsewhere Classified
Financials & Stats
Revenue
$8B
Who is AEPG Wealth Strategies
AEPG Wealth Strategies is an independent financial planning and wealth management firm located in Warren, New Jersey. Founded over 35 years ago, the firm employs 28 professionals and generates annual revenue of $8 million. AEPG Wealth Strategies provides customized financial solutions for individuals, families, and business owners. Their services encompass a wide range of areas including wealth management, financial planning, estate planning, 401(k) consulting, insurance, and employee benefits. The firm prides itself on being a fiduciary, acting as an accountable advocate for their clients. AEPG emphasizes problem-solving, working closely with clients to find solutions tailored to their unique needs. They also disclose that they do not accept commissions on financial products and are compensated solely through agreed-upon engagement fees. AEPG Wealth Strategies can be reached through their website at aepg.com.
AEPG Wealth Strategies Industry Tags
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 8M | 7 | 2001 | ||
| 8M | 16 | New York, NY | ||
| 8M | 5 | 1987 | ||
| 8M | 10 | Wauwatosa, WI | 1996 | |
| 8M | 7 | San Francisco, CA |