Allgen Financial Services
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Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

100 W Lucerne Cir Ste 200, Orlando, Flor...

Phone Number

(407) 210-3888

Website

www.allgenfinancial.com

Revenue

$14.4 Million

Industry

Finance Securities Trading

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Allgen Financial Services Org Chart

PhoneEmail
JM
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Jason Martin

Chief Investment Officer & Principal

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PR
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Paul Roldan

Senior Partner

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AO
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Financial Strategist & Consultant

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ER
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Associate Advisor

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KH
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Financial Advisor

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AF
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Financial Advisor

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SB
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Associate Advisor

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GM
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Financial Associate & Advisor

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PM
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Fiduciary Financial Advisor

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RC
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Financial Advisor

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KV
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Fiduciary Financial Advisor

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Compare Similar Companies to Allgen Financial Services

Compare insights from companies similar to Allgen Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Allgen Financial Services

$14.4M
11-50
Private
-
2003
JM
Jason MartinChief Investment Officer & Principal
Sterling Total Wealth Sol...
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
Illustration of an envelope

Allgen Financial Services Tech Stack

A closer look at the technologies used by Allgen Financial Services

Cloudflare Website Optimization

By

Cloudflare
Salesforce Pardot

By

Salesforce
Proofpoint

By

Proofpoint
Google Cloud Web Serving

By

Google
See more technologies

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Frequently Asked Questions Regarding Allgen Financial Services

What is Allgen Financial Services's official website?
Allgen Financial Services's official website is www.allgenfinancial.com What is Allgen Financial Services's Revenue?
Allgen Financial Services's revenue is $14.4 Million What is Allgen Financial Services's SIC code?
Allgen Financial Services's SIC: 62,628 What is Allgen Financial Services's NAICS code?
Allgen Financial Services's NAICS: 52,523 How many employees does Allgen Financial Services have?
Allgen Financial Services has 11-50 employees What industry does Allgen Financial Services belong to?
Allgen Financial Services is in the industry of: Finance, Securities Trading What is Allgen Financial Services competition?
Allgen Financial Services top competitors include: Sterling Total Wealth Solutions What technology does Allgen Financial Services use?
Some of the popular technologies that Allgen Financial Services uses are: Cloudflare Website Optimization, Salesforce Pardot, Proofpoint, Google Cloud Web Serving How do I contact Allgen Financial Services?
Allgen Financial Services contact info: Phone number: (407) 210-3888 Website: www.allgenfinancial.com What does Allgen Financial Services do?

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... ates 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.Read More

 What are Allgen Financial Services social media links?
Allgen Financial Services Linkedin page Allgen Financial Services Twitter page Allgen Financial Services Facebook page Is Allgen Financial Services a public company?
Allgen Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Allgen Financial Services

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