How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Andrew A. Agemy, MRFC®
Founder and CEO
Investment Advisor
Founder & CEO
Daniel J. Agemy, CPM®, RFC®
Chief Investment Officer
Chief Investment Officer
203.738.0029
Daniel J. Agemy, CPM®, RFC®, has been working in the world of finances for most of his life! As a boy, he helped his dad, Andrew Agemy, in the office. As he got older, he realized he had a special knack for communicating...
