The Allen Financial Group, LLC. - Troy, Ohio

The Allen Financial Group, LLC es una empresa de asesoramiento financiero con sede en Troy, Ohio, Estados Unidos. La empresa se encuentra ubicada en 80 S Plum St, Troy, OH 45373, United States y puede ser contactada por teléfono en 9375529719 o a través de su sitio web en theafg.net.

La Allen Financial Group, LLC se especializa en Financial planner y ofrece servicios de asesoramiento financiero personalizado a individuos y familias. La empresa tiene una reputación de ser financially responsible y trustworthy en la comunidad financiera de Troy, Ohio.

Algunas de las características y servicios ofrecidos por la Allen Financial Group, LLC incluyen:

• Asesoramiento financiero personalizado
• Planificación financiera
• Investigación y recomendación de inversiones
• Manejo de deudas y creación de un plan de ahorro
• Asesoramiento sobre seguros y planificación de pensión

La Allen Financial Group, LLC también cuenta con instalaciones accesibles para personas con discapacidad, incluyendo un parking para vehículos con discapacidad, una entrada accesible y un baño accesible. Se recomienda hacer una reserva de cita antes de visitar la oficina.

Según las opiniones de los clientes, la Allen Financial Group, LLC tiene una media de opinión de 4/5 en Google My Business, lo que indica una alta satisfacción de los clientes.

En resumen, la Allen Financial Group, LLC es una empresa de asesoramiento financiero con sede en Troy, Ohio, que ofrece servicios de asesoramiento financiero personalizado a individuos y familias. La empresa cuenta con instalaciones accesibles y una reputación de ser financially responsable y trustworthy en la comunidad financiera de Troy, Ohio.

👍 Reviews of The Allen Financial Group, LLC.

Alex

1/5

They do not know how to answer their phones nor give call backs I tried call multiple times and days and left messages but got no response back. Obviously they don't have a secretary to do their job for them. I will take this down as soon as someone gets the Common sense to Answer a phone.

Joshua O.

5/5

Zachary and his team at The Allen Financial Group did an excellent job of setting my family and business up properly for years to come. My wife and I were able to experience an efficient, no cost "Financial MRI" of sorts that was very interactive only took 30 minutes. From there, we were able to see in both a visual and detailed manner how to improve our income protection, monthly cash flow, proper placement of assets, as well as the best way to attack bad debt and keep good debt.

Additionally, when we completed the personal side of our planning, we able to go in to my business and look at the best way to structure retirement plans, executive bonuses, employee benefits, buy/sell planning, and business transition planning.

I would recommend this process to W2 employees and business owners as well. The clarity I have in my financial picture has allowed me to focus on what is truly important to me going forward; taking care of my family and growing my business.

geoff F.

5/5

We've been working with Zach for almost 10 years and have nothing but great things to say. He knows his product and is invested in his customers best interest. We've referred him and will continue to do so!

Kevin J.

5/5