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Featured Business Financial Advisor in Guilford, CT
Guilford Financial Advisors
Agemy Financial Strategies, Inc.
741 Boston Post Road, Suite 308
Guilford, CT 06437
(203) 738-0026
“Retirement Income for the BEST of your Life”
Advisor Profile
Andrew A. Agemy
Name:  Andrew A. Agemy
Phone Number:  (203) 738-0026
Website:  Visit Website
Disclaimer
Advisory Services offered through Agemy Wealth Advisors, LLC. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC are related.

About Agemy Financial Strategies, Inc.

Agemy Financial Strategies is a company which was established to help people to retire and then to stay retired. Our methodology is to listen to the needs and goals of retirees and pre-retirees, and then educate and empower them to make smart financial decisions for obtaining their dreams.
 

General Information

CRD#:    2184176
Insurance License#:    955264
Name of Broker/Dealer:    Agemy Wealth Advisors, LLC
Name of Custodial Firm:    TD Ameritrade
States Licensed in:    All States
States Willing to do Business in:    Branford,Centerbrook,Chester,Clinton,Deep River,Durham,East Haddam,East Haven,Essex,Haddam,Hamden,Higganum,Ivoryton,Killingworth,Madison,Middlefield,Middletown,New Haven,North Branford,North Haven,Northford,Old Saybrook,Orange,Wallingford,West Haven,Westbrook
Years of Experience in Financial Services:    25+
Number of Years with Current Firm:    25+
Work Experience:    Andrew has been helping people to handle their money wisely for over 30 yrs. After being in the Christian ministry for some time, he believes he received a "call" from God to work with individuals, families, churches, and businesses to help them be better stewards of what God has given to them and to be prepared for turbulent economic times.

He is now an independent financial advisor who does his own research and customizes retirement programs to fit his clients (like a custom tailored suit or custom designed home) by creating an income producing strategy that aids them in being able to retire and stay retired.
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Preferreds, Bonds, Stocks, Annuities, Insurance, Alternative Investments
I can meet clients in the following ways:    Via phone, Via email, At my office
 

Qualifications & Memberships

Securities Licenses:    Series 65, Series 63
Insurance and Annuity Licenses:    Annuity, Disability, Long Term Care, Life
Financial Organization Memberships:    Advisors' Academy
 

Firm Information

Firm's Number of Clients:    500
Firm's Number of Planning Clients:    300
Firm's Number of Managed Clients:    200
Advisor's Number of Clients:    500
Advisor's Number of Managed Clients:    200
Advisor's Number of Planning Clients:    300
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $300,000
Compensation Methods:    Commissions, Hourly, Flat Fee, Based on Assets
Fee % Based on Assets:    0.0 - 1.25
Hourly Rate:    $500
Additional Details on Charges:    Andrew's clients are given the option of what they want to pay based on how they want to invest their money. (i.e. the more conservative, the less you pay)
Minimum Fee Charged for Managed Accounts:    0 bhp
Minimum Fee Charged for Hourly Planning Accounts:    $500
 
 
 
Prepared By: Andrew A. Agemy

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