Agemy Financial Strategies, Inc - Guilford, Connecticut

John M.

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.

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.

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.

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.

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.

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.

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.

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.