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Last Updated May 1, 2024
-
Major Clients:
Confidential
-
Revenue:
$250,000 - $1 million
-
Year Founded:
2001
-
Pricing:
L
-
Fulltime Employees:
136
- Primary Services:
-
Active Clients:
218
-
Secondary Services:
SEO Reseller
-
Client Retention Rate:
91%
About - AGT The Safe Money People
Aryeh Goldbloom, Owner
5009 Oakton Street | Skokie, Illinois, 60077 AGT The Safe Money People is a financial services company dedicated to helping our clients preserve their wealth.
We specialize in working with older adults, for whom the highest financial priorities are safety and growth. We help our clients preserve the wealth they have accumulated over their working lifetimes, and are proud of the fact that when the markets crashed in March 2000 through October 2002 and again in October 2007 through March 2009, none of our clients lost a penny in the avenues we recommended.
AGT The Safe Money People Reviews
Helpful (0)
Matthew Odgers
1 contributions
0 helpful votes
Overall Feedback:
Working with Charlie at AGT was one of the best experiences I have had with a financial advisor. He knows his stuff inside and out but is not arrogant and is very easy to talk to. He does not bring a high pressured sales approach which is very refreshing.
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