Agemy Financial Strategies, Inc.

Agemy Financial Strategies, Inc. is a financial planner in Guilford, CT. The firm specializes in retirement income planning, wealth management, investment management, tax planning, and estate planning. They serve pre-retirees and retirees, focusing on helping investors navigate the transition from wealth accumulation to a secure retirement. The business maintains a 4.90 rating.

With 35 years of experience in strategic excellence, the team provides a holistic approach to financial management. Founded in 1990 by CEO and President Andrew Agemy, the company rebranded in 2010. The firm's approach is centered on education and empowering clients to make informed decisions regarding generational wealth transfer and dependable retirement income. The team utilizes conservative, income-generating strategies designed to reduce risk for those who have already climbed the wealth accumulation mountain.

The office is located on Boston Post Rd, about 0.5 miles from Bishops Pond and 0.6 miles from A. W. Cox Elementary School.

Agemy Financial Strategies, Inc. is recognized for its commitment to integrity and its dedication to helping clients achieve long-term financial security. The firm stands out for its professional communication and its focus on serving as a guide through the complexities of retirement and legacy planning.

Agemy Financial Strategies, Inc. provides specialized retirement and wealth management services to the Guilford community.