Agili
At Agili, we believe that success isn’t only measured in dollars, it’s measured in meaningful moments. We are dedicated to eliminating stress and worry in your life so that you can enjoy those moments. We focus on the big picture and handle the details, so you can live more fully every day. We harness our intellectual curiosity and experience to find the best possible solution for you. We do so with respect, compassion and appreciation. For over 25 years, our firm has been grounded by our commitment to always work in our clients’ best interest. As a Registered Investment Advisor (RIA), we are required by law to be a fiduciary, but truthfully, our guiding philosophy has always been to put clients first. From our founding we have been members of the National Association of Personal Financial Advisors (NAPFA). We were pioneers of the fee-only model, not taking commissions on investments, which enables us to avoid conflicts of interest with our clients. We live and breathe this ethic.
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Verified contacts
4
available on Kipplo
LinkedIn employees
40
11 to 50 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
1
tools in use
Monthly traffic
101
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- MF
Marilee Falco
Financial Strategist · Finance & Accounting
EmailPhone - CL
Cynthia Levine
Financial Strategist · Finance & Accounting
EmailPhone
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Top roles at Agili
2 distinct titles indexed · top 2 shown.
- 3financial strategist
- 1empregado
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