About Allen Financial Wealth Management / LPL Financial
Allen Financial Wealth Management / LPL Financial is a financial planning and investment management firm that aims to create a balanced portfolio based on each client's unique financial goals and risk tolerance. The firm employs a strategic asset allocation approach, utilizing independent research from LPL to carefully select from a wide range of investment options. Clients have praised the firm's personalized service, with one client describing the experience as "exemplary" and highlighting the advisor's trustworthiness, reliability, and commitment to putting the client's best interests first. Another client, who sought help during a difficult time following the loss of a spouse, expressed gratitude for the advisor's expertise, understanding, and support in navigating a complex financial situation.
I’ve had a great experience with Tim, he has helped guide me along the way with my IRA. Tim even went out of his way to meet me at my work site to help with my account and has honestly made things easier for me.
I was referred to Tim during a time of extreme grief, following the death of my husband, Jean. We had a complicated portfolio, stemming from several family inheritances. I was overwhelmed and at a loss as to how to handle this pressing situation. Not only did Tim capably tackle and resolve all of this with his confidence, knowledge, and expertise, but his understanding, kindness, and support were then, and remain invaluable to me. Knowing that Tim is handling my financial interests gives me security and peace of mind for my and my family's future.
My 12-year experience with Tim Weiner at Allen Financial has been exemplary. He is personable, trustworthy, reliable, always accessible, and puts clients’ best interests first. Without reservation, I highly recommend Tim Weiner and Allen Financial.Judie Koeckritz, California