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About Allen Sr.

I help people that are frustrated with their personal financial situation. I help them make sure they have a smart place to get money when they need it. I work with business owners, families, and professionals that want a personalized plan to reach their financial goals with an objective advisor, who has their best interest in mind.
I am willing to invest my time for a confidential meeting to determine what help is needed, if I can help or not. If not, I will say so and suggest a course of action. If I can help I will recommend a course of action. If agreed, we will proceed; if not agreed, there is not obligation. My best clients retain my advise on a fee basis so they know exactly what they are paying for.See MoreRead Less

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Reviews about Allen Sr.

Your Friend
5

Allen is a very knowledgeable and dedicated professional focused on his customer's best interests."

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Your Friend

Allen, if you could print money we could really do business! Ha ha ha. Just kidding. Peggy"

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