AG Financial Solutions

Wealth ManagerSpringfield, United States
$100M
Assets Under Management
Springfield
Headquarters

About AG Financial Solutions

At AGFinancial, we are a team of nearly 120 strong, who are dedicated to supporting both ministry growth and personal financial health for those we serve. We offer products and services that are competitive with the finest for-profit financial institutions in the country.

Preferred Investment Types

Investment FundsPrivate EquityVenture Capital - Early StageVenture Capital

Preferred Sectors & Themes

Equity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningStartups & ManagementTrust ManagementWealth & Estate PlanningAlternative InvestmentsFinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

United States

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Frequently asked questions

What type of investor is AG Financial Solutions?

AG Financial Solutions is a wealth manager based in Springfield, United States, managing approximately $100M in assets.

Where is AG Financial Solutions headquartered?

AG Financial Solutions is headquartered in Springfield, United States.

How much does AG Financial Solutions manage?

AG Financial Solutions manages approximately $100M in assets under management.

What does AG Financial Solutions invest in?

AG Financial Solutions focuses on Investment Funds, Private Equity, Venture Capital - Early Stage, Venture Capital, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services.

How can I contact AG Financial Solutions?

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