Reviews for Allen Financial Wealth Management / LPL Financial

Apr 2023

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.
Dec 2022

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.
Sep 2022

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

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