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Agora Wealth Management was founded in 2003. It was founded with the idea of building a practice around our clients, rather than building our clients around our practice. We want to build long lasting relationships with our clients. We are not here to sell product, but find solutions for our clients' unique situations. Our commitment is simple, put our clients' needs ahead of ours and work tirelessly to exceed their expectations. We are dedicated to developing lasting relationships with all our clients. We believe in helpin... read more
Going with Agora has been one of the best decisions I have ever financially made. There vast knowledge of wealth management is incredible and fills me with the upmost confidence in their product. They not only have given me sage advice and helped me make wise choices, they have taken a fair bit of time to show me why I should take the steps they suggest. I have learned so much about the financial world, stocks, and investments from them that I now feel like a member of the Agora team, not just a client. I feel respected and ... read more
This place is by far one of the most respectable firms I’ve ever had the pleasure of working with. The knowledge that each individual within the company has far exceeds what you would receive at a large corporation. They truly look out for their clients best interests and do so without pressuring you into investment options that may make you uncomfortable. The fact that I’ve rolled many of my investments into accounts with Agora and sustained constant growth and constant communication from my advisors on performance, weighs... read more
This place is a sham. They are very good at selling their product and explaining world news, but do nothing for you once they have your money. I held my money with them for 10 years, through one of the largest stock market rallies, and never earned anything. I left with a little less than what I put in. I had many conversations with them on what risk level I wanted, the types of allocations I wanted, and even some individual stocks I wanted to hold (like Broadcom, back when it was $30/share). Every time, what I wanted got s... read more
Agora wealth is a very friendly and welcoming atmosphere. I felt very comfortable going into the office to talk about my personal finances. We not only formed a plan for my family and I to become financially free but Also secured it with a great and affordable life insurance. I would highly recommend there team for any financial advice.
Agora's employees are very knowledgeable about finances, and give excellent advice on how to plan and manage your money. I have learned many things from Agora's employees! I look forward to working with Agora's employees and helping my financial situation improve. Great atmosphere and very friendly staff.
Agora Wealth Management has a 5 star rating with 8 reviews.
Agora Wealth Management might be open. It requires an appointment.