Agemy Financial Strategies, Inc - Guilford, Connecticut

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Agemy Financial Strategies, Inc.: A Trusted Financial Planning Partner

Situated at 1570 Boston Post Rd Suite 400, Guilford, CT 06437, Agemy Financial Strategies, Inc. stands out as a premier financial planning firm dedicated to guiding clients through their financial journeys with professionalism and expertise. With a phone number 203-738-0026 readily available and an accessible online presence through agemy.com, clients can easily connect with this firm for tailored financial advice. The company's commitment to customer service is evident in its diverse range of services, including online appointments, onsite consultations, and a fully wheelchair accessible facility, ensuring all clients feel welcome and supported.

Specialties: As a financial planner, Agemy specializes in crafting comprehensive financial plans that cater to various life stages, from career establishment to retirement planning. Their approach is holistic, combining tax planning with strategic investment advice to navigate the complex landscape of tax laws and market fluctuations. This dual focus sets them apart in providing not just financial advice but also peace of mind to their clients.

Additional Points of Interest: Agemy's commitment to accessibility and inclusivity is commendable. They offer online appointments for those who prefer the convenience of digital meetings, alongside traditional onsite services for personalized face-to-face interactions. The business is wheelchair accessible, featuring a wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients, regardless of mobility, can access their services comfortably. Furthermore, Agemy prides itself on being LGBTQ+ friendly, fostering an environment of acceptance and respect for all patrons.

Appointments are required to ensure personalized attention, and the firm highly recommends scheduling them in advance. This practice not only streamlines the client experience but also demonstrates Agemy's dedication to providing thorough and effective financial planning services.

Opinions and Reviews:

With an impressive Average Opinion: 4.9/5 on Google My Business, based on 38 reviews, Agemy Financial Strategies, Inc. has garnered a stellar reputation among its clients. Testimonials highlight the team's professionalism, exceptional communication skills, and unwavering commitment to the client's best interests. One review praises the team for being "the best" and for providing "great communication" and advice that genuinely considers the client's future. Such glowing feedback underscores the firm's ability to deliver not just financial plans but also a reliable partnership in managing one's financial future.

Key Features and Services:

• Financial Planning: Customized plans tailored to individual or family needs, covering career, retirement, and wealth accumulation.
• Tax Planning: Strategies to minimize tax liabilities and maximize savings, keeping clients informed about the latest tax laws.
• Investment Advisory: Guidance on selecting the right investment vehicles to align with financial goals and risk tolerance.
• Accessibility: The firm's physical location and services are designed with inclusivity in mind, ensuring all clients can benefit from their expertise.
• Technology Integration: Offering online appointment scheduling to cater to the digital preferences of modern clients.

Why Choose Agemy Financial Strategies, Inc.

Choosing Agemy Financial Strategies, Inc. means partnering with a team of experts who prioritize the client's long-term financial health. Their comprehensive services and approachable, welcoming environment make them a go-to choice for individuals seeking reliable financial guidance. Whether it's planning for retirement, managing taxes efficiently, or investing wisely, Agemy provides a suite of services designed to empower clients to achieve their financial goals with confidence.

The firm's continuous monitoring of financial landscapes ensures that their clients' plans remain relevant and effective amidst changing economic conditions. This proactive stance on financial planning is a testament to their commitment to excellence and client satisfaction. For those looking for a trusted advisor who understands the nuances of personal finance and can provide actionable, strategic advice, Agemy Financial Strategies, Inc. stands out as an exceptional option.

Financial Planning, Tax Planning, Investment Advisory, Accessible Services, LGBTQ+ Friendly
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👍 Reviews of Agemy Financial Strategies, Inc

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!

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!

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.

Richard F.

5/5

We joined the Agemy team a couple of years before we retired with the intent to keep our retirement savings as long as we could. Andrew restructured us for post retirement income without eating up our savings. He loves to educate his clients and he answers questions to assure you are comfortable with what he recommends. The staff is friendly, efficient and strives for client satisfaction.
Highly recommended.

David B.

5/5

We have been clients of Andrew for over 30 years. His team are professionals who truly care about our financial future. He has demonstrated results and earned our trust. He is representing the next generation as our daughter is now a client as well.

Rita K.

5/5

Quite a few years ago, we were members of an investment club, and seduced by the value we were "adding" to our holdings - only when/if we sold, of course. It took a long time before the education and advice given by Andrew Agemy finally sunk in! We are now retirees, and we have to say that Andrew basically saved us from ourselves! We feel very comfortable with Agemy Financial Strategies, and recommend them highly.

Judy J.

5/5

Andrew Agemy and the staff at Agemy Financial are professional, patient, and detailed with explanations ensuring that I fully comprehend their plan for my investments. During conversations, whether in-person or over the phone, they listen and incorporate my goals into the plan. I have the greatest of confidence in their ability to invest in my financial future!

Thank you to Andrew and the Agemy Team for making retirement possible for me!

Vincent B.

5/5

I have found the team at Agemy Financial Strategies to be very professional and caring, they are always looking out for what is best for me. If you are planning for retirement or just investing this is the place.
Andrew has always made time to meet with me, and answer questions.
if you want what's best for your financial portfolio then look no further.