Our Story (Non-Fiction by Greg Agnone)
In
1987 Robert E. Agnone Sr passed away leaving his wife and my mother, Connie, to carry on. As a CPA and self-employed businessman,
my dad always took care of the financial matters of the household. Unfortunately, this left my mom without much financial
knowledge. Basic matters such as balancing a checkbook, looking after investments, understanding life insurance, were
an immediate and unwanted challenge.
In the following weeks my mom was exposed to the world of financial "experts" who were condescending
and intimidating to say the least. I vowed to help my mom and others like her grasp financial concepts taught by me in
plain english. I didn't need to prove how smart I was to her, both of my parents had been telling that my whole life.
I just saw a dire need for someone who could talk to average, everyday people in terms that were easily understood.
Above all, I saw the need for someone who could be trusted and had the clients best interest in mind at all times.
Over the next 23 years I studied and sharpened my financial skills,
opening the doors to our first office in 2000. What really separates us from the competition is the fact that we have
this real life experience behind us. We are passionate about what we do and are proud to say that we have no problem
sleeping at night knowing that our clients are treated with the same respect and caring that we have for our own families.
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Our Mission
We build long-term relationships with our clients by
providing solutions to their financial challenges; helping them realize their goals and grow and protect their assets. At
Agnone & Associates Financial Services, our clients are our most valuable asset.
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Company Profile
We are a team of financial service professionals with a consistent focus on superior customer service and exceeding
our clients expectations. Whether it be servicing one of our many retirement plans or providing financial planning
to our valued clients, we go the extra mile.Click on Our Staff to learn more..
