Agemy Financial Strategies
Financial Services
741 Boston Post Rd #308
6 employees
- Employees
- 6
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Agemy Financial Strategies Overview
- Headquarters
- 741 Boston Post Rd #308
- Website
- www.agemy.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 1990
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Agemy Financial Strategies
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.
Agemy Financial Strategies Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Agemy Financial Strategies Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Valeria Rengifo | Executive Assistant to Chief Executive | Branford, Connecticut, United States |
View
|
| Kristen Paolillo | Business Relationship Manager at Agemy | Westbrook, Connecticut, United States |
Email
Phone
|
| Michael Errigo | Account Specialist at Agemy Financial | Prospect, Connecticut, United States |
Email
|
| Andrew Agemy | Principal/financial Advisor - Agemy | Guilford, Connecticut, United States |
Email
Phone
|
Employees by Management Level
Executive
1 profile
Manager
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
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