About

Our firm exists for the purpose of helping people achieve their personal and financial goals. Our philosophy is to deliver quality financial programs and teach principles for successful living.

We specialize in conservative retirement strategies with the goal of minimizing our client’s risk with an effective return. Our core objective is to satisfy our client’s needs… We listen.

A customized approach is used with each individual situation. There are no preconceived ideas as each person has very different needs, backgrounds and circumstances. Being sensitive to each person’s situations, issues and concerns is a core value of our organization… We partner.

We aim to use a servant’s attitude to develop long-term relationships as we strive to treat others as we would like to be treated… We care.

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Read about our Goals

For almost 30 years, Agemy Financial Strategies has helped our clients plan and prepare. This way, when the unforeseen occurs, their clients are uniquely positioned for success. We work hard to deliver a dependable retirement income strategy, in any market, so that clients can enjoy the “best” of their lives during retirement...

Our NEW Building

The wait is over! We invite you to come down to see the NEW and IMPROVED 1570 Boston Post Road.

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Our History

In 1990, Andrew Agemy, CEO and President, had the vision of building a financial service company by serving and educating others.

Our Blog

Read about market updates, the economy and more in out monthly updated Blog.

Read Our Blog

See Our Up Coming Events

Learn more Social Security, Required Minimum Distribution, and More in our up coming Events.

Events

Listen to Our Podcast

In this new podcast, Andrew the older sage and Daniel, the younger sage, are combining their expertise to educate retirees and assist them in reaching their retirement goals. Andrew bring his 30 years of experience helping retirees with their finances and Daniel brings his ever-expanding knowledge and technical skills. Together, they prepare retirees with the FINANCIAL STRATEGIES they need to stay happily retired. You can listen to the podcast by clicking the button below or listen to it on Apple Podcasts, Google Podcasts, Spotify, and anywhere else you get podcasts.

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Listen to Our Radio Show!

Because Hope isn't a Strategy

Listen to "FINANCIAL STRATEGIES with Andrew and Daniel Agemy" on the radio or by clicking below.

"Our show is called FINANCIAL STRATEGIES because it's not just about what you invest in that's important, it's how you invest. The strategy, the mindset, the methodology behind what you do and how you do it." - Andrew Agemy

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