AG Wealth Management, PLLC
Financial Advisors

AG Wealth Management, PLLC

5.0 4 reviews

About

No description available.

Contact Information

Address199 Water St Fl 34, New York, NY 10038, USA
Websitehttps://www.agwealthm.com/
Location40.7068620, -74.0043700

Opening Hours

Monday: 10:00 AM – 5:00 PM
Tuesday: 10:00 AM – 5:00 PM
Wednesday: 10:00 AM – 5:00 PM
Thursday: 10:00 AM – 5:00 PM
Friday: 10:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Categories / Tags

finance point_of_interest consultant service establishment

Reviews

Mitesh Jain Google 08 Oct 2025

Asad is an outstanding financial planner who genuinely looks out for his clients’ best interests. He explains complex topics in a way that’s easy to understand, making the entire process feel approachable and clear. His knowledge and intuition in financial matters are remarkable, and he always takes the time to listen and tailor his advice to your goals. I’m truly grateful to have found Asad and wholeheartedly recommend him to anyone seeking trusted financial guidance.

via Google

A Google 13 Aug 2025

Asad is wonderfully kind and helpful. He has deep insight and a special kind of acumen you only find with financial advisors once in a blue moon.

I appreciate his willingness to explain things cogently while also considering your ideas, balancing his own expertise with helping you reach your financial goals.

I consider myself blessed to have met Asad, and I can’t recommend him enough!

via Google

Fadi Issa Google 07 Feb 2025

Asad is a great financial advisor who genuinely cares about the people he works with. He takes the time to explain things clearly and makes financial planning feel less overwhelming. I’ve seen how much effort he puts into helping people make smart decisions, and it’s clear he wants the best for them. If you’re looking for someone who is knowledgeable and easy to talk to, Asad is a solid choice.

via Google

Alex Kinker Google 15 Jan 2025

I’ve worked with a Asad for a number of years now. He’s helped me save for retirement, purchase a home, saved me tens of thousands of dollars in taxes, and is helping my mother plan for her retirement. Couldn’t do it without him. If you’re looking for someone that can combine tax and financial planning, and offer insight on pretty much any financial concern, you’ve found the right guy.

via Google

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