Agemy Financial Strategies, Inc Boston Post Rd, Guilford

Agemy Financial Strategies, Inc Reviews

• R

  Richard Froehle
  5

  We joined the Agemy team a couple of years before we retired with the intent to keep our retirement savings as long as we could. Andrew restructured us for post retirement income without eating up our savings. He loves to educate his clients and he answers questions to assure you are comfortable with what he recommends. The staff is friendly, efficient and strives for client satisfaction. Highly recommended.

  Response from the owner

  Dear Rick, Thank you for your wonderful review. Our purpose is to educate retirees, so to know we're hitting the mark is fantastic to hear. We love working with you and Jackie, and we remain steadfast in our dedication to serving you as you enjoy retirement. Thank you again!

• E

  Elizabeth Ball
  5

  My experience with Agemy Financial is very positive. I feel that my financial security is always their most important consideration. They are efficient and knowledgeable, and our meetings are well-informed and educational. I recommend them very highly.

  Response from the owner

  Hello Elizabeth, We do appreciate the time you took to share your experience with the Agemy team. As always, it’s been our please working with you and we take pride in helping you achieve financial success; now and in the future. Thank you again.

• R

  Rita Kogstad
  5

  Quite a few years ago, we were members of an investment club, and seduced by the value we were "adding" to our holdings - only when/if we sold, of course. It took a long time before the education and advice given by Andrew Agemy finally sunk in! We are now retirees, and we have to say that Andrew basically saved us from ourselves! We feel very comfortable with Agemy Financial Strategies, and recommend them highly.

  Response from the owner

  Hi Rita, Thank you for your kind and honest review and recommendation! We are humbled to know our education and process has sunk in and brought you and your family value. We have thoroughly enjoyed working with you and are thrilled to continue to serve you and Rolf in the years to come. :)

• M

  Mark Boivin
  5

  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.

  Response from the owner

  Dear Mark, We can't thank you enough for taking the time to leave your feedback. As Fiduciaries, "trust" and "confidence" is what we strive for, as our first priority is helping you take care of yourself and your family. We're excited to continue this journey with you and thank you again for your loyalty, receptiveness and confidence in us.

• A

  Andrew Morcus
  5

  Agemy Financial Strategies, Inc has been there for me since retirement making the best discissions possible. They've been very professional and discussed the plan forward in simple enough conversation that even I could understand. They have a great team!

  Response from the owner

  Hello Andrew. To hear we're being clear and transparent in our advisory endeavors is exactly what we wish to accomplish as your Fiduciary; and we couldn't be happier to hear your feedback. Thank you for choosing us in this competitive and often overwhelming journey, we're grateful to have you as a client.

• M

  Marian S.
  5

  Andrew and his staff are amazing! Since becoming clients, we have been so pleased with how he has given such a throrough look at our budgets and investments. He is a great teacher and explains why he has made each suggestion or change to our portfoloio. I feel like he is someone we can trust who, as a fiduciary, is "steering the ship" and looking out for our best interests.

  Response from the owner

  Hello Marian. We're so grateful for your thoughtful feedback, and most of all, for trusting in us with your financial education, budgeting needs and investment decisions. We understand this is an unsettling time for many, so to hear your confidence in our financial advice means a lot to us. We're grateful for the opportunity to work with you in creating and guiding your important financial plans in the future.

• H

  Heidi Lively
  5

  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.

  Response from the owner

  It is our pleasure to hear your valuable feedback, Heidi. We are thrilled our retirement planning services helped you in a meaningful way. We take great pride in our Fiduciary work, and our sincerest hope is that it allows each person we speak with get a little closer to accomplishing their goals. Thank you again for taking the time to review us.

• r

  roleen sheehan
  5

  The entire Agemy team has always been professional, courteous and friendly. But most important, they have made the road to retirement and beyond financially stable for me. They have taken the worry out of navigating my financial path. I highly recommend their services.

  Response from the owner

  Dear Roleen, thank you for taking the time to leave us such a fantastic review! We’re happy to hear that you love doing business with us, as we do with you. As you know we take pride in educating our clients, so if there’s anything else we can do for you, please let us know. Thank you again.

• S

  Steve Nickel
  5

  Andrew Agemy has always been very helpful in helping us navigate our financial needs as we approach retirement. We are very satisfied with the growth of our retirement portfolio over the last 8 years. Could not be happier.

  Response from the owner

  Hi Steve, Wonderful to receive such a fantastic review from you. Working with responsive clients like yourself helps us create the right strategy to help your journey to retirement be a successful one. We sincerely appreciate your feedback. Thank you!

• V

  Vincent Bernardo
  5

  I have found the team at Agemy Financial Strategies to be very professional and caring, they are always looking out for what is best for me. If you are planning for retirement or just investing this is the place. Andrew has always made time to meet with me, and answer questions. if you want what's best for your financial portfolio then look no further.

  Response from the owner

  Dear Vincent: Your kind words are greatly appreciated! We want you and Lynn to know you are important to us and that we will always make time for you, your financial plan, and for your retirement goals. We greatly appreciate you taking the time to leave us a review and look forward to your continued success for many years to come!