Jeff Allen Financial Advisor

Jeff Allen Financial Advisor Email and Phone Number

Director of Planning Solutions at Synergy Capital Solutions @ Synergy Capital Solutions
bloomfield hills, michigan, united states
Jeff Allen Financial Advisor's Location
Naples, Florida, United States, United States
About Jeff Allen Financial Advisor

I am a retired physician working as a financial advisor for Physicians, Dentists and other successful professionals with an understanding of their unique objectives. I focus on helping my clients create financial freedom by creating a spending and investment plan to reach retirement goals. I help clients with college planning, investment management, insurance needs analysis and retirement planning. Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser.

Jeff Allen Financial Advisor's Current Company Details
Synergy Capital Solutions

Synergy Capital Solutions

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Director of Planning Solutions at Synergy Capital Solutions
bloomfield hills, michigan, united states
Website:
synergycapitalsolutions.com
Employees:
17
Jeff Allen Financial Advisor Work Experience Details
  • Synergy Capital Solutions
    Client Solutions Advisor, Director Of Planning Solutions
    Synergy Capital Solutions May 2017 - Present
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  • Wells Fargo
    Financial Advisor
    Wells Fargo Jan 2012 - Apr 2017
    999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108
    Financial Advisor
    View
  • Advisors Trust
    Financial Consultant
    Advisors Trust Jan 2004 - Nov 2011
    CERTIFIED FINANCIAL PLANNER® working with professional practices.
  • Immediate Care Health Center
    President
    Immediate Care Health Center Jun 1984 - Jan 2001
    S. Burlington, Vt
    Founding physician and President of the company.
    View

Jeff Allen Financial Advisor Skills

Education Funding Social Security Planning Investment Planning

Jeff Allen Financial Advisor Education Details

  • University Of Vermont College Of Medicine
    University Of Vermont College Of Medicine
    Medicine
  • United States Air Force Academy
    United States Air Force Academy
    Life Sciences

Frequently Asked Questions about Jeff Allen Financial Advisor

What company does Jeff Allen Financial Advisor work for?

Jeff Allen Financial Advisor works for Synergy Capital Solutions

What is Jeff Allen Financial Advisor's role at the current company?

Jeff Allen Financial Advisor's current role is Director of Planning Solutions at Synergy Capital Solutions.

What schools did Jeff Allen Financial Advisor attend?

Jeff Allen Financial Advisor attended University Of Vermont College Of Medicine, United States Air Force Academy.

What skills is Jeff Allen Financial Advisor known for?

Jeff Allen Financial Advisor has skills like Education Funding, Social Security Planning, Investment Planning.

Who are Jeff Allen Financial Advisor's colleagues?

Jeff Allen Financial Advisor's colleagues are Emily Wolfenbarger, Emma Burns, Jordann M. Andrusiak, Doug Fosler, Jennifer Curran, Brennan I., Parker Pickell.

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