About Agemy Financial StrategiesFor over 30 years, we have helped our clients plan and prepare.

Our Story…

About Agemy Financial Strategies

In 1990, Andrew Agemy, CEO and President, set out to create a financial services company dedicated to educating and empowering clients. He began his career with a strong foundation in life insurance before building a reputation as a leading expert in retirement planning – founding Agemy & Associates to deliver specialized guidance for individuals planning their financial futures. In 2010, joined by Daniel (VP and Chief of Operations), he rebranded the company as Agemy Financial Strategies. Today, Andrew and his team are recognized for their unwavering commitment to:

  • Equipping retirees with the knowledge to make informed, confident financial decisions.

  • Facilitating effective generational wealth transfer strategies.

  • Ensuring retirees enjoy dependable income throughout their best years.

FIVE STAR Wealth Manager award

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 helps his clients reduce 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.”

Committed to Your Financial Best Interests

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.

Our Mission & Vision…

Mission

For over 35 years, Agemy Financial Strategies has empowered clients to plan and prepare for the future, ensuring they are uniquely positioned for success throughout retirement planning and when the unexpected occurs. We are dedicated to delivering reliable retirement income strategies that perform in any market, allowing our clients to enjoy the best years of their lives during retirement.

As a true fiduciary and Registered Investment Advisory firm, Agemy Financial Strategies is committed to recommending only what is in your best interest. We provide customized, robust retirement portfolios and investment options designed to generate interest and dividends, helping to ensure steady “organic” growth whether the market is up or down.

Vision

Our vision is to provide comprehensive retirement planning services to meet clients current financial needs and achieve long-term goals. We strive to help clients:

  • Make informed decisions by educating retirees and pre-retirees to make confident financial choices.
  • Practice purpose-based investing by aligning their portfolios with personal values and long-term goals.
  • Plan for generational wealth transfer through effective strategies that preserve and pass wealth to future generations.
  • Build dependable income streams that provide consistent and reliable retirement paychecks in any market environment.

Meet the Team

Aligned Interests. Trusted Guidance.

Agemy Financial Strategies

Your Trusted Fiduciary for Life-Long Financial Confidence

Andrew A. Agemy, MRFC®

Founder & CEO

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Daniel J. Agemy CPM®, RFC®

Chief Investment Officer

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Michael Errigo

Account Specialist
Investment Advisor
Manager of Account Services

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Matthew Agemy

Operations Specialist

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Ambur Lucero

Financial Operations Coordinator

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Valeria Rengifo

Executive Assistant

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Tiffany

Executive Manager

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Melinda Brooks

New Business Specialist

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Robin Casolino

Account Specialist

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Your True Fiduciary Advisors

Aligned Interests. Trusted Guidance.

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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4 Founder

Who try to create a new kind of business

32 Employess

Who cater to your every whim

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723 Projects

We got the experience! Use it!

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

What is a Financial Sherpa?

Specializing in retirement income planning, or as we like to say, “helping you make it down the mountain.” Many financial 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 retirees – whether that be planning for retirement, legacy planning, wealth management, or just holding your hand when it’s time to leap into retirement. Celebrating 35 years in business, and we remain steadfast in our dedication to serve and educate retirees.

What our clients say…

Team Agemy is the best! They are professional, great communicators and I believe they have our best interest in mind with every piece of advice they provide. They have helped us move through our journey from career to retirement with a solid financial plan which they continually monitor in order to stay on top of the ever changing tax & investing landscape. We HIGHLY recommend them to everyone!

We have been clients of Andrew for over 30 years. His team are professionals who truly care about our financial future. He has demonstrated results and earned our trust. He is representing the next generation as our daughter is now a client as well.

We have been working with the Agemy team for over 25 years. They have always put plenty of time into understanding our family situation and our goals before offering any advice. We have appreciated their thoughtful approach to be good stewards which is why we have trust and confidence in AFS.

Andrew does an excellent job of making retirement planning easy. My concerns about investing were met with respect. I felt heard. I recommend him to all my friends and family.

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Knowledge Base

How can Agemy Financial Strategies help me ensure a dependable income during retirement?

We create customized retirement portfolios that focus on conservative, income-generating investments, providing steady interest and dividends to help ensure reliable income regardless of market conditions.

How does purpose-based investing align with my financial goals?

Purpose-based investing aligns your investments with your personal values and long-term objectives, ensuring your financial strategy not only aims for growth but also reflects what’s important to you.

What does being a fiduciary and Registered Investment Advisor mean for me?

It means we are legally obligated to act in your best interest, providing unbiased advice and recommendations tailored to your specific financial goals and needs.

FAQ

We specialize in retirement income planning, wealth management, legacy planning, and generational wealth transfer. Our goal is to help pre-retirees and retirees make informed financial decisions to ensure they enjoy the best years of their lives during retirement.

Our unique approach stems from our founder Andrew Agemy’s pastoral background. We focus on educating our clients and listening with our hearts to empower them to make solid financial decisions. We act as “financial sherpas,” guiding you through the complexities of retirement planning with a focus on reducing risk without sacrificing returns.

As fiduciaries and Registered Investment Advisors, we are legally obligated to act in your best interest. This commitment ensures that we provide unbiased advice and recommend strategies tailored to your specific financial goals and needs.

Purpose-based investing involves aligning your investments with your personal values and long-term objectives. We help you create a financial strategy that not only aims for financial growth but also reflects what’s important to you, ensuring your investments serve a greater purpose.

We implement strategies designed to efficiently pass your wealth to future generations. This includes estate planning, tax optimization, and setting up trusts or other financial instruments to preserve your legacy.

We design customized retirement portfolios that focus on conservative, income-generating investments beyond traditional banks and the stock market. Our strategies aim to provide steady interest and dividends, ensuring reliable income regardless of market conditions.

As financial sherpas, we guide you through the “descent” of the financial mountain—transitioning from wealth accumulation to retirement income planning. Our focus is on helping you navigate this journey safely and enjoyably, ensuring you have enough income to sustain your desired lifestyle in retirement.

Yes, education is a cornerstone of our approach. We provide resources and conduct sessions to help you understand your financial options, empowering you to make informed decisions and stay in control of your financial future.

Absolutely. Whether you’re planning for retirement or already retired, we can help optimize your financial strategies to ensure you have a dependable income and that your assets are managed effectively to meet your ongoing needs.

You can get in touch with us by visiting our website’s “Contact Us” page or calling our office directly. We’ll schedule a consultation to discuss your financial goals and explore how we can assist you in achieving them.

Interested in becoming part of our team?

Visit our careers portal to explore opportunities at Agemy Financial Strategies.

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Investment advisory services are offered through Agemy Wealth Advisors, LLC, a Registered Investment Advisor and fiduciary to its clients. Agemy Financial Strategies, Inc. is a franchisee of Retirement Income Source®, LLC. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC are associated entities. Agemy Financial Strategies, Inc. and Agemy Wealth Advisors, LLC entities are not associated with Retirement Income Source®, LLC.

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