AllGen Financial Advisors
Financial Services
100 W. Lucerne Circle
29 employees
- Employees
- 29
- Contacts
- 2
- Emails
- 2
- Phones
- 2
AllGen Financial Advisors Overview
- Headquarters
- 100 W. Lucerne Circle
- Phone Number
- Available in AeroLeads
- Website
- allgenfinancial.com
- Industry
- Financial Services
- Employees
- 29
- Founded
- 2003
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About AllGen Financial Advisors
AllGen Financial Advisors, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm committed to helping individuals, families, and small business owners maximize their financial resources. We are a team of trusted fiduciary advisors and financial coaches, each having an area of expertise that, when combined, provides all the direction and tools you need regardless of your stage in life or socioeconomic 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 - your definition of Financial Freedom. Then we develop a course to get you there, managing and tracking your investments and financial progress along the way. Services we offer include: Financial planning Investment management Learn more about what we offer: https://www.allgenfinancial.com/services/financial-planning/ https://www.allgenfinancial.com/401k-rollover/ https://www.allgenfinancial.com/fiduciary-advisor/ https://www.allgenfinancial.com/april-2024-market-update-inflation-housing-prices-fed/ Check out some of our latest YouTube videos: Quarterly Webinar: https://www.youtube.com/watch?v=sGOOvACsPrE Market Update: https://www.youtube.com/watch?v=jcBRXGI3INY AllGen's Money MInute: https://www.youtube.com/watch?v=agkYKFFYcAg Take your wealth-building to the next level: https://www.allgenfinancial.com/contact-us/ Disclosure: allgenfinancial.com/regulatory/
AllGen Financial Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 2
- 50.0% coverage
AllGen Financial Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Axel Otero | Let's Build Together Financial Strategies for Every Stage of Your Life. | Orlando, Florida, United States |
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| Karen Vergara, Cpa | Activating Others to Connect Their Heart with Their Money. |
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|
|
| Paul Roldan, Cfp® | Allgen Financial Advisors, Inc | Greater Orlando, United States |
Email
Phone
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| Jason Martin, Cfp®, Cmt | Chief Investment Officer at Allgen Financial Advisors, Inc. | Orlando, Florida, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
7 profiles
Director
2 profiles
Manager
2 profiles
Executive
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 4 | 4 | 2 |
| Executive | 1 | 1 | 0 |
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