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Over Fifty Years of Tax & Financial Solutions

We are glad that you have chosen to take the time to get to know our team and to learn about the services we are able to offer to you. Time is an extremely valuable commodity and we thank you for spending some of yours with us.

You are probably reading this statement and looking through our website because you have been referred to us by one of our satisfied clients, have received an invitation to come in to meet with us for an introductory meeting, or have heard about us on one of our “Retirement Wealth Talk Radio” shows. You might have already met with us in our office or be planning to meet with us in the near future. Regardless, we look forward to learning more about you and introducing you to the way we do things.

At the Allen Financial Agency, we have found that many financial services professionals focus on products. Our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people. We sincerely believe that you will notice the difference.


           © 2011 Allen Financial Agency, Inc.