AGC Wealth Advisors

At AGC Wealth Advisors Inc., we are committed to providing our clients with the confidence to live their best life, pursue their passion, dreams, and goals through custom-tailored financial advice and competent wealth management. In today's ever-changing investment environment, we understand that your wealth is irreplaceable, and it's our responsibility to take great care in recognizing and mitigating risk, whenever possible, while attempting to capitalize on opportunities to help provide you and your family with the confidence that comes with financial security.

Our Mission Statement

Our mission is to provide our clients with the expertise and guidance necessary to achieve their financial goals. We believe in taking a proactive approach to personal financial planning, which includes creating a personalized financial plan that aligns with each client's unique needs, goals, and risk tolerance. We are dedicated to providing our clients with timely and relevant information to help them make informed decisions about their financial futures.

Our Team

Our team is comprised of experienced professionals who are dedicated to providing exceptional service to our clients. Our team includes Aaron G. Cook, President and Founder of AGC Wealth Advisors Inc., Sylvia Laija Rivera, Client Service Manager, and Mariam Shamlow, Client Service Associate. Our team members have extensive experience in the financial services industry and are committed to delivering personalized service to each of our clients.

Our Services

We offer a wide range of financial services designed to help our clients achieve their financial goals. These services include:

• Long-Term Care Insurance: We can help you plan for the unexpected expenses associated with long-term care, such as nursing home care or home healthcare services.
• Life Insurance: We can help you choose the right life insurance policy to meet your needs, whether it's term life insurance, whole life insurance, or universal life insurance.
• Disability Income Insurance: We can help you plan for the unexpected event of disability, ensuring that you have a reliable source of income to support yourself and your loved ones.
• 401(k) Information: We can help you choose the right 401(k) plan for your business or make informed decisions about your existing plan.
• Retirement Planning: We can help you create a personalized retirement plan that takes into account your income needs, expenses, and financial goals.

Our Approach

At AGC Wealth Advisors Inc., we take a comprehensive approach to financial planning. We believe in taking a proactive approach to personal financial planning, which includes creating a personalized financial plan that aligns with each client's unique needs, goals, and risk tolerance. We are dedicated to providing our clients with timely and relevant information to help them make informed decisions about their financial futures.

Our Process

Our financial planning process is designed to be comprehensive, personalized, and proactive. We take the time to understand our clients' unique needs and goals, and then develop a personalized financial plan that aligns with their objectives. We work closely with our clients throughout the financial planning process, ensuring that their financial goals are aligned with their values, risk tolerance, and financial resources.

Contact Us

We invite you to explore our website and learn more about our services and team. We are committed to providing exceptional service to each of our clients and look forward to the opportunity to work with you.