Specializes in retirement income planning, or as we like to say, "helping you make it down the mountain." Many advisors and financial planners will help you to build your assets and "get up the mountain." However, Mr. Agemy, "a financial sherpa," and his team focus on helping investors who have already "climbed the wealth accumulation mountain" plan and strategize to have enough income in retirement to last the rest of their lives so that they can enjoy the best of part of life. Agemy Financial's objective is to see that their clients can retire and stay retired.
Whether you are a veteran of success or are just starting to manage your retirement portfolio, Agemy Financial Strategies, Inc. can help you achieve your retirement goals guiding you through the complex financial world we live in today.
Agemy Financial Strategies’ purpose is to educate investors -- whether that be planning for retirement, legacy planning, wealth management or just holding your hand when it’s time to leap into retirement. You are the CEO of your financial resources, and you can think of us as your CFO, bringing you strategies and ideas designed for YOU in your unique situation, helping you make smarter decisions and letting you focus on enjoying life!
Columbia University IEOR and Academy of Certified Portfolio Managers Deliver the Certified Portfolio Manager (CPM®) Designation. The academic component is designed to provide a deeper understanding of fundamental security analysis, asset allocation, fixed Income analysis and portfolio management concepts for fiduciaries and financial professionals managing discretionary portfolios.
Is it time to change strategies? If you are getting close to retirement, chances are if we doubled your investments, it probably wouldn't make a significant difference to your lifestyle. But, if we could double your "retirement paycheck" or income, imagine how that could change your quality of life. What would you do with all your free time if you didn't have to worry about money?
Our office is expanding! Our new building is finished on the inside, and the outside is undergoing continued work day by day. We look forward to hosting clients and guests in our new fresh and airy space.
Award winner Andrew A. Agemy, Founder & CEO
Mr. Agemy has been recognized for the quality service he and his team consistently provide to their clients. He has an unbroken record of receiving nine consecutive Five Star Awards for outstanding service.
Because your money is too important for anything less than Five Star or triple A's - Andrew A. Agemy
Our Advisors and team of financial professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you!