AGEMY FINANCIAL STRATEGIES, INC.

Specializing 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 financial 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 have a safe and pleasurable journey "back down" and enjoy the best of life. Agemy Financial's objective is to see that their clients can retire and stay retired.

Our 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. Celebrating 30 years in business, and we remain steadfast in our dedication to serve and educate investors.

What is a Financial Sherpa?

OUR STRATEGIES

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!

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CPM® DESIGNATION

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.

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RETIREMENT EDUCATION

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?

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THE NEW HOME OF AGEMY FINANCIAL STRATEGIES, INC. 

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.

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2019 CONNECTICUT FIVE STAR WEALTH MANAGER

Award winners Andrew A. Agemy, Founder & CEO and Daniel J. Agemy, Chief Investment Officer.

Are your most important retirement decisions being made with the advice and guidance of a Five Star Wealth Manager?

Because your money is too important for anything less than Five Star or triple A's - Andrew A. Agemy


FIVE STAR WEALTH MANAGER AWARD

FIVE STAR AWARD

THE AGEMY PARTNERS

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!

Meet the Team

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