Find Your Advisor

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We’ll help you navigate the financial challenges of major life changes.

Where you are in your financial life cycle will determine the steps you will need to take in preparation for your well-earned retirement years.  Whether you’re just starting your first career path, or a few years in — there are some definitive measures that will lend a sense of confidence in planning for your retirement.


Build and maintain credit… the right way

Build/maintain your credit the right way — and not just by securing low interest credit cards/loans.  Part of doing that comes in the form of paying down your debt. Also, we can help you manage paying your student loans down as quickly as you are able.

Take advantage of retirement planning

Learn about how leveraging the maximum match that your employer may offer in a company 401(k), or any other retirement plan benefits, can benefit your future retirement planning goals.

Balance your spending (and saving)

What is your balance between saving and spending? You really can’t be investing without saving, and you must be efficient with your finances. However, this isn’t always easy, and we’re familiar with the challenge. Our advisors can help you establish your personal and financial goals to execute on your plans. Here’s some helpful advice:

Learn about investing, portfolios, and the markets

Timing the markets can be difficult, if not impossible. Our financial advisors can show you how to take advantage of market volatility, manage your investment portfolio without letting fear and greed get in the way — ultimately helping you stay the course to financial success.

Start saving today with a personalized investment plan.

I’d like to talk to a financial advisor who knows how to help a new investor.

At Allen & Company, we’ve been serving our clients with dignity and integrity since 1932. It’s our mission to make a profound and positive difference in your life and in the communities that we serve. Put our experience to work, and we’ll help you put together a long-term financial plan.

I’d like to meet an Allen & Company advisor.


Call or contact the Allen & Company branch office nearest you to schedule your appointment: