Matthew O.
10/25/2017
I worked with Charlie (who I believe is the new owner of AGT) to start saving for retirement. I had a small inheritance that I received right after getting out of law school and he coached me on...
AGT The Safe Money People
Permanently closed
(4)
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5009 Oakton St
Skokie, IL 60077
Specialties
AGT The Safe Money People is a financial services company dedicated to helping our clients preserve their wealth. We specialize in working with older adults, for whom the greatest financial priority is security. We seek out and recommend financial vehicles that, first and foremost, are safe and guaranteed. Second, these vehicles supply enough growth to consistently overcome inflation and taxes. We are experts at providing the best-performing safe vehicles available. As part of our comprehensive approach to financial planning we unite a wide range of services under one roof offering: incoming planning, insurance planning, estate planning, and tax planning.
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Reviews
2.04 reviewsGrant Y.
2/7/2013
STAY AWAY: We are a financially sound household, but they managed to screw it up anyway. 2 years of filing with them gave us 2 years of letters from the IRS demanding additional payment with...
Paul T.
8/26/2012
Stay away from this place! Aryeh is temperamental and more focused on 'closing' sales techniques than genuine help. He was apparantly in a poor mood when meeting me a 2nd time after obtaining all...
Henry G.
1/13/2012
I attended a dinner sponsored by AGT and Aryeh Goldbloom. He presented himself very well and sounded like he knew how to invest my money. I met with one of his employees, bring all my financial...
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