Address : 741 Boston Post Road, Guilford, Connecticut 06437, United States
Phone Number : +1203.738.0026
Industries : Financial Services, Investment Management, Insurance
Website : agemy.com
Company Description
Our firm exists for the purpose of helping people achieve their personal and financial goals. Our philosophy is to deliver quality financial programs and teach principles for successful living.We specialize in conservative retirement strategies with the goal of minimizing our clients' risk with an effective return. Our core objective is to satisfy our clients' needs. A customized approach is used with each individual situation. There are no preconceived ideas as each person has very different needs, backgrounds and circumstances. Being sensitive to each person's situations, issues and concerns is a core value of our organization. We aim to use a servant's attitude to develop long-term relationships as we strive to treat others as we would like to be treated.Advisory Services offered through Agemy Wealth Advisors, LLC. Agemy Financial Strategies, Inc., and Agemy Wealth Advisors, LLC are related.
Specialities
- Preparing For Retirement
- Life Insurance
- Preparation
- Financial Services
- Insurance
- Investments
- Tax Help
- Wealth Management
- Investment Management
Financial
Employees Total : 5
Revenue (Yearly) : 28.2M
Miscellaneous
Founded in : 1990
Facebook : agemyfinancial
Linkedin : agemyfinancial
Email Providers : Outlook
Tech : Microsoft Office 365
Hosting : Amazon AWS
Hosting : CloudFlare Hosting
Tech : Mobile Friendly
Fonts : Google Font API
Last Updated : 2023-11-19
Employees
- Michael Errigo ( Account Specialist )
- Andrew Agemy ( Principal, Financial Advisor )
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