Reviews for Allen Financial Wealth Management / LPL Financial

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Aug 2024
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.

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From Allen Financial Wealth Management / LPL Financial

Based on your financial plan, we strive to create a portfolio that will apply an appropriate balance between risk and return. We employ a strategic asset allocation strategy, coupled with tactical research that emphasizes portfolio re-balancing and mid to long-term market trend analysis. With the help of independent, LPL research, we carefully select from the thousands of investment management possibilities available today to build a portfolio that meets your needs.

Hours

Monday: 6:30 AM - 2:00 PM
Tuesday: 6:30 AM - 2:00 PM
Wednesday: 6:30 AM - 2:00 PM
Thursday: 6:30 AM - 2:00 PM
Friday: 6:30 AM - 2:00 PM
Saturday: ClosedSunday: Closed