AG Financial Solutions in 3900 South Overland Avenue

AG Financial Solutions in 3900 South Overland Avenue, Missouri: consumer reviews, opening hours, driving directions, photos etc.

Contacts

Finance

3900 South Overland Avenue,
Springfield, Missouri
65807
Get directions

+1 866-621-1787

agfinancial.org

Opening hours AG Financial Solutions: Open now

Today: 08:00 am — 04:30 pm

Monday
08:00 am — 04:30 pm
Tuesday
08:00 am — 04:30 pm
Wednesday
08:00 am — 04:30 pm
Thursday
08:00 am — 04:30 pm
Friday
08:00 am — 04:30 pm

Rating by customer reviews

(1 / 5) based on 1 reviews
☆ ☆ ☆ ☆

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Customer Reviews about AG Financial Solutions:

  • ☆ ☆ ☆ ☆
    Unfortunately they are a third party investing through Ameritrade and have not trained their representatives very well, including the supervisors. They took my funds quite easily but it took lots of paperwork and 4 weeks to just have them roll the funds over to another institution. After they were finally transferred they did not send a statement of which funds were pre-tax and which ones were after-tax contributions. I spoke with 4 different AG Financial representatives including a supervisor and 3 out of 4 said that a statement would be sent to my other financial institution. Nope. A few years ago I wanted to open a Roth account and call them to do this. The representative with AG Financial discouraged it highly and tried to tell me about all the tax issues that I would have. I had already researched Roth IRA accounts and told him that I did not think he knew what he was talking about. I went down to my local Credit Union and opened one and received all kinds of tax breaks for 2 years in a row. If I were to do this again I would have begun investing through Vanguard or Fidelity. I would have had the same benefit with some experienced people managing my retirement.
    By Michael Gardner, May 26, 2017
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About AG Financial Solutions in Springfield

AG Financial Solutions is business services based in Missouri.
AG Financial Solutions is located at 3900 South Overland Avenue, Springfield, Missouri. You can find AG Financial Solutions opening hours, address, driving directions and map, phone numbers and photos. Find helpful customer reviewsand write your own review to rate the business service.

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