Agemy Financial Strategies Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

Agemy Financial Strategies operates in the financial services sector, focusing on conservative retirement planning to help clients minimize risk while pursuing effective returns. The firm emphasizes a customized, person-centered approach, tailoring strategies to each individual’s unique circumstances and aims to build long-term relationships through a servant-minded philosophy. Based in Guilford, Connecticut, the company serves individuals seeking guidance on meeting personal and financial goals through structured programs and principled financial living. Advisory services are offered through related entities, with the overall objective of addressing clients’ needs in a thoughtful, non-presumptive manner.

Find Agemy Financial Strategies employees' phone numbers or email addresses

Agemy Financial Strategies Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Agemy Financial Strategies's Leadership

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    V. R.
    Executive Assistant To Chief Executive Officer And Office Administrator
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    D. A.
    Owner
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  • Stylized image of a person
    K. P.
    Business Relationship Manager At Agemy Financial Strategies Inc
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  • Stylized image of a person
    A. C.
    Business Manager
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    A. A.
    First Impressions Manager
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    A. A.
    Principal, Financial Advisor
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  • Stylized image of a person
    M. E.
    Account Specialist
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  • Stylized image of a person
    M. A.
    Administrator
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Agemy Financial Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Agemy Financial Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    V. R.
    Executive Assistant To Chief Executive Officer And Office Administrator
    Phone icon
    United StatesConnecticut
    May 29, 2026
  • Stylized image of a person
    D. A.
    Owner
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    Jun 03, 2026
  • Stylized image of a person
    K. P.
    Business Relationship Manager At Agemy Financial Strategies Inc
    Phone icon
    United StatesConnecticut
    Feb 06, 2026
  • Stylized image of a person
    A. C.
    Business Manager
    Phone icon
    United StatesConnecticut
    Oct 22, 2024
  • Stylized image of a person
    A. A.
    First Impressions Manager
    Phone icon
    United StatesConnecticut
    Feb 05, 2026
  • Stylized image of a person
    A. A.
    Principal, Financial Advisor
    Phone icon
    United StatesConnecticut
    Apr 16, 2026
  • Stylized image of a person
    M. E.
    Account Specialist
    Phone icon
    United StatesConnecticut
    Jun 08, 2026
  • Stylized image of a person
    M. A.
    Administrator
    Phone icon
    United StatesNew York
    Feb 05, 2026

Frequently Asked Questions

What is Agemy Financial Strategies known for?

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Agemy Financial Strategies was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 741 Boston Post Road #308 Suite 400 Guilford Center, Connecticut 06437 United States; you can contact the main corporate office by phone at . Explore Agemy Financial Strategies's company overview page for more information.

What is Agemy Financial Strategies's most common email format?

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Agemy Financial Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Agemy Financial Strategies email formats with LeadIQ.

How many employees does Agemy Financial Strategies have currently?

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Agemy Financial Strategies has approximately 6 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Agemy Financial Strategies's key employees and leadership?

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As of June 2026, Agemy Financial Strategies's key employees include:

  • Executive Assistant To Chief Executive Officer And Office Administrator: V. R.
  • Owner: D. A.
  • Business Relationship Manager At Agemy Financial Strategies Inc: K. P.
  • Business Manager: A. C.
  • First Impressions Manager: A. A.

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