The Amwell Agency
About
We listen to our client’s goals and needs and then make recommendations to help them reach them utilizing our 30 yrs of experience in the financial services area. We implement concepts that protect and grow our clients wealth free of potential loss as a result of declines in the equity or real estate markets.
I love watching my clients assets grow over the years without the stress of losing their hard earned money. Another area that we specialize in consists of elimination of our clients debt including any outstanding student loans or mortgages in 10 years or less in most cases.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
We typically email or call our clients initially followed by a phone or in person meeting at our office or at their home if preferred. From there once we have gathered details about their particular situation we then have a second call or meeting to review recommendations. If we agree to move forward with their personalized recommendation there would be a third meeting to implement the program. A fourth meeting would be scheduled to review the program and deliver any contracts to our client.
How did you get started in this business?
After graduating from Susquehanna University with a business degree I started my career at MetLife in 1989. I formed The Amwell Agency in 1995 and have been helping clients safely grow their wealth without risk or worry.