carrie dennison2 months agoFrom
My husband and I have been with this group of wealth managers for a number of years, beginning several years prior to our retirement. I am a person who has always felt unsure of how to approach financial planning, and often had a general discomfort with money management. Our advisors and AGP have been so helpful and reassuring. I have always found them to be honest, friendly and supportive - a pleasure to work with. They have made me feel comfortable with decision making around our finances, and I always leave our meetings feeling confident and reassured about our financial future. Now that I have retired, I truly appreciate the services they have provided and the work we have done together. I am pleased to say that I don't worry about being able to meet our future needs, or being destitute in my old age. (Admittedly, I may tend to catastrophize my financial worries....but this world can feel very uncertain.) But honestly, they have helped a very normal couple with a very average (and sometimes inconsistent) income during our earning years, to enter retirement with confidence that we will be able to care for our own needs, have some fun, do some good things for others, and anticipate a comfortable future we can look forward to. I would recommend them to anyone.
