Andrew A. Agemy, MRFC

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 Professional Award in the category of Wealth Management for over a decade — as seen in Connecticut Magazine, The Wall Street Journal, and many others. Additionally, he has been qualified to receive an A+ rating with the Better Business Bureau as well as the National Ethics Association for decades.

Having dedicated his life to helping people retire and stay retired, Andrew’s specialty is helping clients move from the investment accumulation phase during their working years into the distribution phase during retirement. As a true fiduciary, he enjoys using real-world financial data to create personalized financial strategies best suited for each client’s situation.

In order to serve his clients in the most effective way possible, Andrew is dedicated to continually advancing his knowledge of the financial markets and keeping up with emerging trends, so he can communicate his knowledge to pre-retirees and retirees in a manner they can easily understand. He received the CLTC designation in 2003 and then subsequently became an MRFC.

Andrew’s belief is that a financially literate and educated retiree is a happy and stress-free retiree. That’s why, throughout his career, he’s remained committed to educating his clients and members of his community via in-person financial education workshops and online webinars. His goal has always been to have a true financial service company.

With the goal of helping clients establish renewable streams of income they can count on well into their final days of retirement, Andrew and his team specialize in helping clients maximize their Social Security benefits, ensure proper allocations for required minimum distributions, establish well-thought-out estate plans, and avoid common financial mistakes. In 1990, Andrew started his first company, Agemy Financial Strategies, which specializes in conservative investment strategies. Over 10 years ago, he started the tax preparation and planning firm, Connecticut Sound Tax Group. In 2015, with the help of his son and partner, Daniel Agemy, he started the investment advisory firm, Agemy Wealth Advisors, LLC.