Our Story…
About Agemy Financial Strategies
In 1990, Andrew Agemy, CEO and President, envisioned building a financial services company dedicated to serving and educating others. He began by selling life insurance but soon specialized in retirement planning, founding Agemy & Associates. In 2010, alongside Daniel (VP and Chief of Operations), he rebranded the company as Agemy Financial Strategies. Today, Andrew and his team focus on three main goals:
- Educating retirees to make smart financial decisions.
- Facilitating generational wealth transfer.
- Ensuring retirees have income for the best years of their lives.
Andrew’s Unique Approach
Before his career in finance, Andrew served in the ministry. This pastoral experience shapes his approach as the “financial pastor” of his clients, guiding them to be good stewards of their wealth. He primarily works with pre-retirees and retirees, offering a wide range of conservative, income-generating investments and strategies beyond traditional banks and the stock market. This approach reduces risk without sacrificing returns. As Andrew explains, “Our focus is on serving our clients with an educational process and listening with our hearts, not just our ears. This empowers our clients to make and realize their own solid financial decisions and remain in control.”
Multi-Award Winning Service
Celebrating 35 Years of Excellence and recently voted the 2024 Best of Financial Planning in Guilford, Connecticut, Andrew has guided the steady growth and enhancement of his business since its inception. First honored with the FIVE STAR Wealth Manager award in 2011, he has achieved this distinction for 13 consecutive years—a testament to his commitment to exceptional client service. Andrew credits this accomplishment to the trust and confidence placed in him by clients, considering it a privilege to serve them. Together with Daniel and the Agemy team, he continues to pursue new ways to better serve clients and improve the firm’s efficiency and impact.
