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
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
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 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
