FIVE STAR WEALTH MANAGER AWARD WINNERS

There are a hundred reasons to work with Agemy Financial Strategies, but winning the Five Star Wealth Manager award for 12 consecutive years are at least twelve of those reasons.

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

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

Andrew has won the prestigious Five Star Wealth Manager award for the last 12 years straight; as seen in Connecticut Magazine, The Wall Street Journal, Fortune, and many others. Additionally, he is in his second decade of receiving an A+ rating with the Better Business Bureau as well as the National Ethics Association.
In 2018, Daniel received the highly esteemed CPM® designation (Certified Portfolio Manager) from Columbia University IEOR and has won the prestigious Five Star Wealth Manager award three years in a row.
Additionally, Andrew has been actively teaching and coaching people with their finances for over 30 years in the Shoreline community.
Five Star is an international research group that helps identify top providers of service in their field.
Agemy Financial Strategies: because your assets are too important for anything less than Five Stars or AAA (Andrew A Agemy)

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