How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Andrew A. Agemy, MRFC®

Founder and CEO
Investment Advisor

Founder & CEO


Andrew Agemy, Founder and CEO of Agemy Financial Strategies, Inc. (AFSi) has been dedicated to educating his clients and members of his community on sound financial principles for over 30 years. Andrew has won the prestigious Five Star...
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Daniel J. Agemy, CPM®, RFC®

Chief Investment Officer

Chief Investment Officer

203.738.0026 ext. 111


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...

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