Kyle Agresta Email & Phone Number

As a Partner at Wise Financial LLC, I help clients achieve their financial goals by providing them with personalized and strategic financial planning and advice. I am licensed to sell insurance in 21 states and have earned the prestigious Million Dollar Round Table (MDRT) membership, which recognizes the top 1% of financial professionals in the industry.I have a strong passion for trading and investing, and I have developed my skills and knowledge through my education and experience. I graduated from Siena College with a B.S. in Finance in 2019, and I completed a Financial Representative Internship at Northwestern Mutual in 2018. I also hold the TopTier Trader certification from Home, which demonstrates my expertise in trading strategies and techniques. Along with specializing in the strategy of becoming your own bank. I am always eager to learn new skills and stay updated on the latest market trends and opportunities. I am currently hiring to my team and looking for motivated and talented individuals who share my values of integrity, excellence, and customer satisfaction. If you are interested in joining me or learning more about my services, please feel free to contact me at 518-937-1283 or kyle.agresta@wisefinancial.net. I would love to hear from you and explore how we can work together.