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    Wayne Messmer & Associates

    3.7 (6 reviews)

    Services - Wayne Messmer & Associates

    Investment management

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    AGT The Safe Money People

    AGT The Safe Money People

    (4 reviews)

    I worked with Charlie (who I believe is the new owner of AGT) to start saving for retirement. I had…read morea small inheritance that I received right after getting out of law school and he coached me on how to make the money work for me. Balancing student loans, retirement savings, living expenses, and starting a new business made this something that could have been tedious, but Charlie made it easy. I highly recommend Charlie for anyone who is looking for sound financial advice and both short term and long term financial security. Thank you for everything Charlie!

    STAY AWAY: We are a financially sound household, but they managed to screw it up anyway…read more 2 years of filing with them gave us 2 years of letters from the IRS demanding additional payment with penalty. This was due to their oversight of something as simple as my dependent daycare account. This 2 YEARS IN A ROW MISTAKE on their part has made me realize they simply copy the work from previous year with no additional thought so that mistakes like this can be repeated. The mystery was solved, finally, by one of their rotating CPA's who took a fresh glance at it. He made no apology as he made it clear he was new on the scene and only there intermittently. Great - add NO ACCOUNTABILITY to the list. And we now have the pleasure of finding the money to pay the IRS, plus penalty - which I then have to report back to AGT as THEY will be reimbursing the penalty. The one and only star belongs to their office staff as they are all very responsive and helpful, but ultimately not the ones impacting your wallet.

    Wayne Messmer & Associates - financialadvising - Updated June 2026

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