89
Growth Score
pts
Heat Score
88 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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4218600
AGP Financial provides wealth management, financial planning, and retirement plan advisory services for individuals and businesses.
About the Company
AGP Financial is a comprehensive wealth management firm that serves individuals, families, and businesses. The firm offers financial planning, investing, budgeting, retirement planning, insurance review, and stewardship-focused guidance. It creates customized portfolios, analyzes existing investments, and conducts ongoing reviews to keep clients
aligned with their goals. AGP Financial also designs and supports employer-sponsored retirement plans such as 401(k), SIMPLE IRA, and SEP IRA. Securities and investment advisory services are offered through Osaic Wealth, Inc., a FINRA/SIPC member.
