This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
AGM Secure Money
- Finance
- Destin, FL
About this business
Location details
34990 Emerald Coast Parkway Suite 201-A, Destin, FL, 32541, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Great company that delivers great financial options with no pressure. If you want to invest with confidence and be assured your money is safe AGM is the place to be.
Business response:
Ray, as you know we have a 3 step process.Saftery 1st and then we proceed to education and then our tax free strategies. It makes it easy on me because I practice what I preach when my clients are educated to moving more of their hard earned money to the Tax Free green line. It also a pleasure to educate all of you on leveraging your money to help pay for Long Term Care.
Definitely the way to go to keep your money safe!
Business response:
James, Thank You! We are in the "Protection" business. Protecting our clients hard earned retirement money from market declines and fee's!
AGM Secure Money is great. It gives my family peace of mind for our future. Drew does an excellent job of explaining everything and the roll over was easy. I have learned a lot about saving for my future and would recommend AGM secure money
Business response:
Thank you Tracy! I tell people all the time, I don’t like what I do, I love what I do. I practice what I preach, which is most important and protect people’s hard earn money from volatility and market declines. It gives me a real piece of mind.
Totally satisfied, with the services I have received so far. Thankful my $ are safe and my future is secure
Business response:
Hey ****we take our service very serious and we will continue to take care of our clients needs. As you know, "Saftey" is our main goal and you never have to worry about loosing a dime ever again! Thank you so much for your trust in AGM!
Drew Messina and his wonderful staff at AGM Secure Money LLC have really helped me in making sure that I have a great financial plan for retirement! Thank you for your advice and guidance! I am truly appreciative. ????????
Business response:
Hey Pearlas, you are welcome! As you know we will have continuous educational events and private dinner seminars for ongoing tax free strategies as we move forward. I am glad you are implimenting both Safe money principles and Lonterm Care/Tax Free principles. When these priciples are followed, it ruly adds secure investments and tax free suplimental income to your future worry free retirement.
I really enjoyed the dinner seminar. It was very educational and showed me various aspects of my financial position. Andrew was straightforward with the information being shared. The presentation gave me a lot to think about in terms of how to leverage my money.
Business response:
******* I love what I do because I like to show people safer money choices in such an uncertain world. Another reason it is easy for me is because I practice what I preach.
AGM dinner meeting was great. Learned a lot after being at several meetings. Always something new.
Business response:
Thanks *****We strive to educate our clients by inviting y’all to dinner seminars and educational events.
Thank you so much Drew for all you do for us. Drew is always very professional and knowledgeable, as well as continually willing to help and educate all of his clients. The dinners and educational events are so enjoyable and informative. It is evident that Drew loves what he does and enjoys helping all of us keep our money safe. Highly, highly recommend AGM Secure Money and Drew! THANK YOU!
Business response:
Thank you! I love what I do because I practice what I preach. Look forward to educating you on tax free living and Long Term Care free strategies soon.
Drew and his staff provide excellent support and education prior to and after investing in secure money plans. They go to great lengths to ensure we understand how fixed indexed annuities combined with insurance products work together to securely fund retirement. My wife and I appreciate their personal service by continuing to involve us in local financial education opportunities.
Business response:
Thank you so much Fred. We are so happy we are able to provide you with excellent support and educational dinners/ events, as well as making sure you are able to understand the products that you are apart of. We are so glad to have you apart of the AGM Family!
Frequently asked questions about AGM Secure Money
How is AGM Secure Money rated?
AGM Secure Money has a 4.9 star rating with 55 reviews.
When is AGM Secure Money open?
AGM Secure Money is closed now. It will open tomorrow at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com