Agemy Financial Strategies, Inc - Guilford, Connecticut

Agemy Financial Strategies, Inc

: Un proveedor financiero confiable en Guilford, CT

Con sede en 1570 Boston Post Rd Suite 400, Guilford, CT 06437, Estados Unidos, Agemy Financial Strategies, Inc ofrece asesoramiento financiero de confianza a sus clientes. Puedes contactarlos al tel: 2037380026 o visitar su sitio web en agemy.com.

Esta empresa especializada en planificación financiera ofrece servicios personalizados y accesibles, incluyendo apuntamientos en línea, servicios en sitio, aparcamiento para vehículos con rieles, entrada y baño accesible, amabilidad LGBTQ+ y necesidad de cita previa o recomendación de cita.

Con una media de opinión de 4.9/5 en Google My Business, Agemy Financial Strategies, Inc ha demostrado ser una opción confiable para aquellos que buscan asesoramiento financiero de alta calidad.

Características y beneficios

Algunos de los beneficios de trabajar con Agemy Financial Strategies, Inc incluyen:

• Consejos financieros personalizados
• Acesoramiento en línea y en sitio
• Parking para vehículos con rieles
• Acceso accesible
• Amabilidad LGBTQ+
• Necesidad de cita previa o recomendación

Opiniones

Los clientes satisfechos de Agemy Financial Strategies, Inc han expresado su gratitud por su asesoramiento financiero confiable y su atención personalizada. Algunos clientes destacan la amabilidad y la explicación clara que ofrecen, lo que los hace sentir cómodos y seguros en sus decisiones financieras.

En resumen, Agemy Financial Strategies, Inc es una empresa confiable y accesible que ofrece asesoramiento financiero de alta calidad en Guilford, CT. Con una media de opinión de 4.9/5, es una opción recomendada para aquellos que buscan un proveedor financiero confiable.

👍 Reviews of Agemy Financial Strategies, Inc

Robin S.

5/5

I cannot say enough great things about Agemy Financial! They are always just a phone call away for any questions you have or explanations you need. Andrew and his staff are always super friendly and explain things in ways anyone can understand. They treat you like a friend not just a client and truly put your financial needs above all else. I highly recommend them!!

Kat M.

5/5

I appreciate everything the firm has done for me. Professional and courteous. They explain everything and always answer my questions, and together we make financial decisions. I feel that they have my financial interests at heart, and I feel safe with them and their opinions. I can't recommend them highly enough.

Robin R.

5/5

I had a great experience when I went to Agemy. Everyone is professional and pleasant. Andrew explained everything to me in a manner in which I could understand. They truly want to help people. I am so glad I was referred to them! I would encourage anyone who is looking for a financial planner to call Agemy in Guilford.

John M.

5/5

Team Agemy is the best! They are professional, great communicators and I believe they have our best interest in mind with every piece of advice they provide. They have helped us move through our journey from career to retirement with a solid financial plan which they continually monitor in order to stay on top of the ever changing tax & investing landscape. We HIGHLY recommend them to everyone!

Patricia V.

5/5

Agemy Financial Strategies has helped me so much! Andrew and the entire team have guided me compassionately, professionally, personally. My individual needs were taken into consideration. I am so thankful for every bit of guidance and follow up.

Kay G.

5/5

Excellent in-person service. Honest and Christian.
Andrew Agemy, who we met with, wanted to make sure we were educated about the basics so we would understand what they proposed doing with our money and how they wanted to invest it in our best interest. And even when we didn’t understand something, he was patient and explained it a different way. They want you to be educated regarding what they’re doing with your money, and I like that!
Every single person we deal with at Agemy is pleasant and kind. Cathy at the front desk is wonderful, and someone always calls me back if I ask them to.
So happy we chose the Agemy team to handle our later-in-life investing!
We were so impressed that we even decided to use their associates for our tax preparation. And we were happy with that too!

Alex B.

5/5

Robin was excellent in doing my trust. Very knowledgeable and patient. She made the process very easy.

James O.

5/5

I started working with Andrew to plan for college educations for my kids in the early 90's and was eventually able to put them through school debt free. I was away from Andrew for a while due to my retirement savings being tied up in a company sponsored 401k plan, but switched that money to Andrew as soon as regulations allowed. Andrew takes the time to understand your risk tolerance and suggests options to you to invest within those tolerances. He supplies info to educate his clients. He also looks at all aspects of your investments and suggests strategic moves within the portfolio he manages and even outside of it, to minimize taxes or take advantage of IRS regulations. My new wife had invested with a major company due to good returns by co-workers, and the firm put everything in high risk investments without ever asking about her risk tolerance or understanding her goals. That worked great while it was a bull market, but once she saw the different approach of getting to know the client while attending a meeting with me, she switched all her savings to Andrew.
I have invested with Andrew for 30+ years and highly recommend Agemy Financial Services.