Our Firm

Agate Financial Services is a full-service financial firm committed to helping people pursue their financial goals. We have access to a wide range of financial products and services to individuals and business owners. We believe that by providing sound financial information and helping you identify your goals, you will be in the position to make smarter decisions to pursue those goals.

Please call us if you have any questions about our firm or the range of financial Services and Products we have access to. Our firm has a relationship with a variety of financial services companies, so if we don’t have access to a product or service, we likely know a group that does.