AGF Advisors Email Format

Financial ServicesCalifornia, United States0-1 Employees

AGF Advisors is a financial services firm based in Laguna Beach, California, specializing in employee benefits consulting and financial planning. It focuses on the needs of plan sponsors with diverse workforces and provides financial planning for individuals. The firm has worked with high-visibility clients such as the Los Angeles Country Club and the Magic Castle. It emphasizes an independent, transparent, and flexible service model and seeks to achieve cost savings by integrating services under one roof, including retirement plans such as 401(k), 403(b), 457, ESOP, and deferred compensation, along with group life and health insurance through partnerships. In addition to advisory services, AGF Advisors supports fiduciary best practices and provides financial planning for individuals, covering investments, estate planning, and insurance; the company is based in Laguna Beach and operates with a very small staff.

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