Company Information

Get to know Agemy Financial Strategies

Agemy Financial Strategies is a Michigan-based independent financial advisory firm focused on providing personalized, client-centric financial planning. The firm's mission is to help individuals and families achieve their long-term financial goals and independence through a holistic approach that includes retirement planning, investment management, estate planning, and risk management. They emphasize building long-term relationships and creating comprehensive strategies tailored to each client's unique circumstances. Investment advice is offered through their partnership with Great Valley Advisor Group, a Registered Investment Advisor.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Agemy Financial Strategies

United States

Founded in

1990 (36 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.