What departments does EGSI Financial have?

EGSI Financial has employees across 1 departments including Marketing.

What is the largest department at EGSI Financial?

The largest department at EGSI Financial is Marketing with 1 employees.

Where are EGSI Financial employees located globally?

EGSI Financial has employees across 2 continents and 2 countries including Philippines, United States Of America.

How has EGSI Financial's team size changed over time?

EGSI Financial's team has remained stable from approximately 5 to 5 employees based on available data.

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EGSI Financial Employee Directory

Financial ServicesOhio, United States2-10 Employees

EGSI Financial is a small financial services firm based in Dublin, Ohio. It focuses on retirement planning, aiming to help clients maintain financial fitness and to gain clarity, confidence, and certainty about their retirement years. Advisory services are provided through EGSI Investment Management, Inc., a Registered Investment Advisor with the state of Ohio, while insurance services are offered by EGSI Financial, Inc. 

With a compact team, the company offers a combined set of advisory and insurance options for individuals seeking retirement guidance. Its positioning reflects a focus on guiding and protecting clients as they navigate retirement decisions within the financial services industry.

EGSI Financial Global Highlights

North America
6

United States Of America
6

Asia
1

Philippines
1

EGSI Financial's Leadership

E. S.
President And Founder
Mobile Phone
Email
E. S.
President & Founder
Mobile Phone
Email
T. S.
Marketing Director
Mobile Phone
Email
L. S.
Director Of Client Services
Mobile Phone
Email
C. L.
Client Services Manager
Mobile Phone
Email

EGSI Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from EGSI Financial

Name

Title

Contact Info

Location

Last Update

E. S.
President And Founder
Mobile Phone
Email
United StatesOhio
Jun 14, 2025
E. S.
President & Founder
Mobile Phone
Email
United StatesCalifornia
Sep 25, 2023
T. S.
Marketing Director
Mobile Phone
Email
United StatesOhio
Dec 09, 2024
L. S.
Director Of Client Services
Mobile Phone
Email
United StatesOhio
Jun 27, 2025
C. L.
Client Services Manager
Mobile Phone
Email
United StatesOhio
May 16, 2025

Frequently Asked Questions

What is EGSI Financial known for?

EGSI Financial was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 5100 Parkcenter Avenue 120 Dublin, Ohio 43017 United States; you can contact the main corporate office by phone at

+1-614-526-****

. Explore EGSI Financial's company overview page for more information.

What is EGSI Financial's most common email format?

EGSI Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EGSI Financial email formats with LeadIQ.

How many employees does EGSI Financial have currently?

EGSI Financial has approximately 10 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are EGSI Financial's key employees and leadership?

As of July 2026, EGSI Financial's key employees include:

President And Founder: E. S.
President & Founder: E. S.
Marketing Director: T. S.
Director Of Client Services: L. S.
Client Services Manager: C. L.

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EGSI Financial Employee Directory

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