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BBB Business Review

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BBB Accredited Business since

Agemy Financial Strategies, Inc.

Phone: (800) 725-7616 Fax: (203) 738-0029 View Additional Phone Numbers 741 Boston Post Rd  Ste 308, Guilford, CT 06437

BBB Business Reviews may not be reproduced for sales or promotional purposes.


Agemy Financial Strategies, Inc. offers retirement strategies, insurance and investment services.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that Agemy Financial Strategies, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for Agemy Financial Strategies, Inc. include:

  • Length of time business has been operating
  • No complaints filed with BBB

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

1 Customer Review on Agemy Financial Strategies, Inc.
Customer Experience Total Customer Reviews
Positive Experience 1
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 1

Additional Information

BBB file opened: January 08, 2008 Business started: 11/22/1990 Business started locally: 11/22/1990 Business incorporated 10/20/2011 in CT
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Insurance, State of CT Dept. of
153 Market St, Hartford CT 06103
Phone Number: (860) 297-3900

Type of Entity


Business Management
Mr. Andrew A. Agemy, Owner Ms. Sharon Lucca, Client Relationship Specialist
Contact Information
Principal: Mr. Andrew A. Agemy, Owner
Business Category

Insurance - Life Insurance - Long Term Care Insurance - Disability Insurance Consultants Investment Advisory Service Retirement Planning Service Investment Seminars Estate Planning & Management Insurance - Accident & Health Direct Life Insurance Carriers (NAICS: 524113)


BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.