Teresa Talton Email & Phone Number

Chapel Hill, Nc

Helping clients to grow, protect, and manage their wealth effectively. I provide holistic financial services, design comprehensive financial plans that encompass various elements such as estate planning, tax efficiency, and retirement planning. Educating clients is integral, ensuring they have a clear understanding of financial concepts and strategies. This approach helps empower clients to make informed decisions about their financial well-being

Orlando, Florida Area

Allgen Financial Services, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm committed to helping individuals and businesses maximize their financial resources. Provided 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.

Winter Park, Florida

Researched and responded to client issues related to cost basis information, cashiering functions, letters of authorization, powers of attorney, and product knowledge support. Prepared income tax returns. Wrote processes to streamline procedures. Provided support including new business processing and transactions on behalf of clients.

Certified Financial Planner™ Professional

Master Of Business Administration (Mba)

Bachelor Of Arts (B.A.), Psychology