Agemy Financial Strategies Revenue

Financial Services • Guilford, Connecticut, United States • 1-10 Employees

Agemy Financial Strategies revenue & valuation

Annual revenue	$28,300,000
Revenue per employee	$4,706,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$90,400,000
Total funding	No funding

Key Contact at Agemy Financial Strategies

Valeria Rengifo

Executive Assistant To Chief Executive Officer And Office Administrator

Company overview

Headquarters	741 Boston Post Rd #308, Suite 400, Guilford, CT 06437, US
Phone number	+12037380029
Website	agemy.com
NAICS	52
SIC	628
Keywords	Investments, Wealth Management, Life Insurance, Preparing For Retirement, Tax Help/Preparation
Founded	1990
Employees	1-10
Socials

Agemy Financial Strategies Email Formats

Agemy Financial Strategies uses 2 email formats. The most common is {first name} (e.g., john@agemy.com), used 71.4% of the time.

Format	Example	Percentage
{first name}	john@agemy.com	71.4%
{first initial}	j@agemy.com	28.6%

About Agemy Financial Strategies

Our firm exists for the purpose of helping people achieve their personal and financial goals. Our philosophy is to deliver quality financial programs and teach principles for successful living. We specialize in conservative retirement strategies with the goal of minimizing our clients' risk with an effective return. Our core objective is to satisfy our clients' needs. A customized approach is used with each individual situation. There are no preconceived ideas as each person has very different needs, backgrounds and circumstances. Being sensitive to each person's situations, issues and concerns is a core value of our organization. We aim to use a servant's attitude to develop long-term relationships as we strive to treat others as we would like to be treated. Advisory Services offered through Agemy Wealth Advisors, LLC. Agemy Financial Strategies, Inc., and Agemy Wealth Advisors, LLC are related.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Entry

C-Suite

Employees by Department

Agemy Financial Strategies has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Agemy Financial Strategies has never raised funding before.

Agemy Financial Strategies Tech Stack

Discover the technologies and tools that power Agemy Financial Strategies's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

GoDaddy

Hosting

HSTS

Security

Frequently asked questions

Agemy Financial Strategies is located in Guilford, Connecticut, US.

You can reach Agemy Financial Strategies at +12037380029.

Agemy Financial Strategies generates an estimated annual revenue of $28,230,774. This revenue figure reflects the company's market position and business performance in its industry.

Agemy Financial Strategies has an estimated valuation of $90,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Agemy Financial Strategies was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.

Agemy Financial Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Agemy Financial Strategies

Valeria Rengifo

Executive Assistant To Chief Executive Officer And Office Administrator

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