AGF Advisors

Financial ServicesCalifornia, United States0-1 Employees

AGF Advisors is an award winning Employee Benefits Consulting and Financial Planning firm based in Laguna Beach, California. We are focused on the needs of employee benefit plan sponsors with a diverse workforce as well as the financial planning needs of individuals. AGF Advisors works with high visibility clients like the Los Angeles Country Club and the world famous Magic Castle in Hollywood. Providing a competitive benefits package while controlling costs, is a challenging mandate for most employers today. To meet that challenge, we provide solutions that work with our independent, transparent, flexible, personal touch service model and cost savings opportunities that can be achieved by combining services under one roof. Our services include 401(k), 403(b), 457, ESOP, and deferred compensation plans. Apart from the AGF Advisory services, we offer group life and health insurance plans through our strategic partnerships. Furthermore, we provide peace of mind for our clients by implementing plan best practices and sharing their fiduciary responsibility. AGF Advisors provides financial planning services to individuals. We help you envision the future you would like, determine the level of risk that’s right for you and develop an easy-to-implement plan that works for you. Whether you wish us to handle just the investment portion of your plan or provide a comprehensive solution including estate planning and insurance, AGF has a team of professionals with decades of experience in investments, estate planning and insurance dedicated to helping you to fulfill your dreams and goals. We take pride in our local, hands-on service model, good reputation and excellent client retention record.

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