AllGen Financial Advisors- Financial Planning & Investment Management

Mar 2024

Peace of mind and a solid financial plan. This is a terrific team. Always available to discuss changes in my circumstances. I highly recommend Paul Roldan, Axel Otero and the investment colleagues. I only wish I had connected with this firm years ago!

Oct 2023

I have had investment accounts with AllGen since 2016 and have always been happy with their service. Their Financial Planner is excellent. Together we discussed what would work for a retirement plan. The team is always providing information on the market and how to navigate your finances. They regularly provide emails with video conversations about whatever is going on in the financial world. I fully trust their investment expertise and look forward to their informative emails.

Jul 2023

Due to a lack of advice early in my working career, my retirement account wasn't really growing much. Once I switched to AllGen, I not only got the advice I needed from my advisor, Karen, but my retirement account is no longer stagnating in their capable hands. Working with AllGen has alleviated a lot of financial worries that I'd had.