Allgen Financial Advisors

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Description

  • Allgen Financial Advisors, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm committed to helping individuals and businesses maximize their financial resources. We are a team of trusted advisors each having an area of expertise that, when combined, provides all the direction and tools you need regardless of your stage in life or socio-economic position to help you reach and maintain financial freedom. We provide highly tailored financial planning and investment management that helps you define where you currently are and where you want to be. Then we develop a course to get you there, managing and tracking your investments and financial progress along the way. Allgen specializes in wealth management, financial planning, investments, money management, asset management, portfolio management, retirement planning, investment strategy, debt reduction, budgeting and cash flow planning. Allgen has offices in Orlando and North Palm Beach.
  • location

    Headquarters:100 West Lucerne Circle Suite 200, Orlando, Florida, United States

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  • Allgen Financial Advisors phone

    Phone Number: +1 407-210-3888

  • Allgen Financial Advisors website

    Website: http://www.allgenfinancial.com/

  • Allgen Financial Advisors employees

    Employees:25

  • Allgen Financial Advisors revenue

    Revenue:$1 - 10M

  • Allgen Financial Advisors legal name

    Legal Name:Allgen Financial Advisors

  • Allgen Financial Advisors's Social Media

    Allgen Financial Advisors linkedin Allgen Financial Advisors facebook Allgen Financial Advisors twitter
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  • |  NAICS Code: 561499  |

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Person level website identification

Chief Investment Officer And Senior Partner for Allgen Financial Advisors

Jason Martin

Chief Investment Officer And Senior Partner

Person level website visitor identification

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View Employees

Jason Martin

Chief Investment Officer And Senior Partner

Paul Roldan

Senior Partner

Ana Fernandez

Vice President, Financial Planning

Rick Smith

Director

Paola Rojas-Collazos

Director Of Operations

Frequently Asked Questions regarding Allgen Financial Advisors

  • Where are Allgen Financial Advisors's Headquarters?

    Allgen Financial Advisors's Headquarters are in 100 West Lucerne Circle Suite 200,Orlando,Florida,United States

  • What is Allgen Financial Advisors's phone number?

    Allgen Financial Advisors's phone number is +1 407-210-3888

  • What is Allgen Financial Advisors's official website?

    Allgen Financial Advisors's official website is http://www.allgenfinancial.com/

  • What is Allgen Financial Advisors's Revenue?

    Allgen Financial Advisors's revenue is $1 - 10M

  • What is Allgen Financial Advisors's NAICS code?

    Allgen Financial Advisors's NAICS code is 561499

  • How many employees are working in Allgen Financial Advisors

    Allgen Financial Advisors has 25 employees

  • What is Allgen Financial Advisors's Industry?

    Allgen Financial Advisors is in the industry of Financial Services

  • Who is Allgen Financial Advisors's Chief Investment Officer And Senior Partner?

    Allgen Financial Advisors's Chief Investment Officer And Senior Partner is Jason Martin

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