Allgen Financial Services
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
100 W Lucerne Cir Ste 200, Orlando, Flor...Phone Number
(407) 210-3888Website
www.allgenfinancial.comRevenue
$14.4 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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1
About Allgen Financial Services
AllGen Financial Advisors is a nationally-recognized financial advisory firm based in Orlando, specializing in comprehensive retirement planning for individuals and families. Their services include investment management, financial planning, 401(k) rollovers, and fiduciary advice, aimed at helping clients achieve financial freedom. The firm collaborates with clients to develop tailored strategies for wealth building, debt management, and legacy protection. AllGen is committed to providing peace of mind and financial insights to empower their clients on their journey to financial independence.Explore more
Allgen Financial Services Org Chart
AO
Financial Strategist & Consultant
KH
Financial Advisor
AF
Financial Advisor
SB
Associate Advisor
KV
Lead Financial Advisor
GM
Financial Associate & Advisor
PM
Fiduciary Financial Advisor
ER
Associate Advisor
RC
Financial Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Allgen Financial Services
$14.4M
11-50
Private
-
2003
JM
Jason MartinChief Investment Officer & Principal
Company Profile Activity
Activity Insights
Allgen Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Allgen Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Allgen Financial Services.
Allgen Financial Services Tech Stack
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Allgen Financial Services News & Media
AllGen Financial Welcomes Growth to Investment Management Department
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation. (PRWeb March 22, 2023) Read the full story at https://www.prweb.com/releases/2023/3/prweb19232838.htmAllGen Financial Advisors, Inc. Joins Forces with Orlando Union Rescue...
AllGen Financial Advisors, Inc. is partnering with Orlando Union Rescue Mission for a Day of Serving on Saturday, August 27th, 2022 from 10:30am to 1:00pm. In addition to the event itself, AllGen is... (PRWeb August 26, 2022) Read the full story at https://www.prweb.com/releases/2022/8/prweb18860409.htmAllGen Financial Advisors, Inc. Offers High School Students in the...
AllGen Financial Advisors, Inc. will offer its Money Cent$ Camp, a three-day event for local high schoolers, from Monday, July 25, 2022 to Wednesday, July 27, 2022. The camp is open to students 9-12... (PRWeb July 25, 2022) Read the full story at https://www.prweb.com/releases/2022/7/prweb18807305.htmAllGen Financial Advisors, Inc. Offers Orlando Area High School Students Money Cent$ Camp 2021 for Free
AllGen Financial Advisors, Inc. is pleased to offer local high schoolers a head start on their Path to Financial Freedom through improved financial literacy. (PRWeb July 19, 2021) Read the full story at https://www.prweb.com/releases/allgen_financial_advisors_inc_offers_orlando_area_high_school_students_money_cent_camp_2021_for_free/prweb18076499.htm
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AllGen Financial Advisors is a nationally-recognized financial advisory firm based in Orlando, specializing in comprehensive retirement planning for individuals and families. Their services include investment management, financial planning, 401(k) rollovers, and fiduciary advice, aimed at helping clients achieve financial freedom. The firm collabor... Read More
