Services

Aizer Capital offers financial advice, consulting, and wealth management services through Aegis Capital Corp. These services include:  

    • Retirement Planning

    • Estate Planning Strategy

    • 529 Plans / Education Savings

    • Long Term Care Insurance

    • Special Needs Planning

    • Trust Services

    • Philanthropy & Legacy (Endowments, Foundations, Donor Advised Funds)

    • Starting a business 

    • Growing a business

    • Selling or buying a business 

    • Succession planning 

    • Qualified retirement plans

    • Corporate & Endowment Asset Management

    • Traditional & Alternative Investments

    • Impact & Value-Aligned Investing

    • Stock Plan Services

    • Investment Management

    • Cash Management and Lending Products

    • Executive & Employee Financial Services