About AGL Financial

At AGL Financial, we believe financial planning is about collaboration, not transactions. It begins with open conversations, a shared vision, and mutual trust. We strive to deliver the highest level of personalized support in the industry and treat each client like they are family. Our goal is to create a financial plan based on your needs, bringing you clarity, confidence and best in class care along the way. 

The acronym AGL is more than just a firm name. It represents our founder Rob’s three children: Anthony, Gloria, and Laura. It also stands for A Generational Legacy, a reflection of what matters most to the families we serve. From day one, our mission has been simple, to help people make responsible financial decisions today that create security for tomorrow.