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AllGen Financial Advisors- Financial Planning & Investment Management
Finanzielle Freiheit für alle ermöglichen – ganz gleich, wo man anfängt.
5
Business
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Finanzielle Freiheit für alle ermöglichen – ganz gleich, wo man anfängt.
AllGen Financial Advisors bietet umfassende Finanzplanung und Vermögensverwaltungsdienstleistungen und hat sich der Unterstützung von Kunden bei der Erreichung ihrer finanziellen Ziele verschrieben. Mit starkem Engagement für Inklusion bedient AllGen Menschen in allen Phasen ihrer finanziellen Reise – von Anfängern bis zu erfahrenen Investoren. Ihr Expertenteam, das für Professionalität und einen individuellen Ansatz bekannt ist, unterstützt Kunden dabei, Portfolios zu optimieren, Renditen zu maximieren und sich auf Lebensveränderungen vorzubereiten. Mit einer 5-Sterne-Bewertung von Kunden zeigt sich das Engagement von AllGen für Service und Integrität.
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Personalisierte Strategien für Ruhestand, Schuldenmanagement, Ersparnisse und die allgemeine finanzielle Gesundheit, zugeschnitten auf Ihre individuellen Ziele.
Datengetriebenes Portfoliomanagement und Reinvestition, um Renditen zu optimieren und mit Ihrer Risikotoleranz und Ihren Zielen in Einklang zu bringen.
Fachkundige Beratung und Pläne, die Kunden dabei helfen, Studentendarlehen, Kreditkarten und andere Schulden effizient abzubauen.
Umfassende Planung für 401(k)-Pläne, IRAs und andere Konten, um eine sichere und stabile Zukunft im Ruhestand zu gewährleisten.
Beratung zu 529-Plänen und Sparoptionen zur Finanzierung von Bildungsausgaben für Kinder und Familienmitglieder.
Ethische, kundenorientierte Beratung, die sicherstellt, dass alle Empfehlungen in Ihrem besten Interesse liegen, ohne versteckte Absichten.
Gesamtbewertung
Brian Roquemore
AllGen has been an absolute pleasure to work with over the past five years. The company has a healthy work culture and admirable company values. They have always followed through with what they said they would do and are very prompt to respond to questions and concerns. Compared to other Financial Advisors and Investment Management Firms AllGen is interested in helping people from all types of walks and financial situations find their Financial Freedom. They don’t have exclusionary minimums like many other Financial Advisor Agencies. They are interesting in helping those who are just starting to gain financial momentum and freedom, those wanting to climb out of a low point, and those that are well established as well! I’ve worked with several advisors and they have been a pleasure to work with. Jason has always been respectful and informational. Paul is engaging, educational, and very knowledgeable! Scott is attentive, organized, responsive, and professional! The reason why I have stayed with this diverse Financial Planning & Investment Management company is because of they take the time to actual listen to my financial goals, aspirations, and philosophies all while guiding towards a better future of financial freedom. Working together to maximize my money is incredibly rewarding.
Jesus Perez
As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGen's approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether you're just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - they'll have your back and accelerate your journey to financial freedom.
Dee Bee
We’ve been utilizing the services of Allgen Financial for more than 10 years. I have referred family and friends and we are all so grateful and pleased to have their expertise and service. I recommend them without hesitation and with enthusiasm. Paul Roldan, one of the owners is amazing and extremely knowledgeable. Of importance is the entire team is super friendly and customer service driven!! A+ for certain.
Jeff Byrd
A friend at church recommended AllGen to us in 2022. At the time, we were 10–15 years from retirement and had three kids going to college over the next 10 years. Up until then, we had been going it alone...investing in 401(k)s, 529s, Roths...without any guidance. We were looking for a fiduciary to review our investments and savings to see if there were adjustments we needed to make. In the first few months, Paul and team helped us streamline our portfolio, reinvest money for better returns, and identify simple ways to make our money do more work for us, e.g., shifting to a higher yield savings account. We immediately felt more confident about our finances and our path forward. But our appreciation for AllGen really deepened when we faced a series of unexpected changes: a new job, a lost job, unemployment, the loss of parents, inheritance, another new job. Through it all, Paul and team provided guidance on anything and everything that impacted our financial plan. Each change brought so many questions, and AllGen was always there for us with guidance and support. We have been grateful, over and over, that we have AllGen in our corner. I'd recommend AllGen to anyone looking for a fiduciary.
Christine LEON ROLEZ
I was a client of Allgen for over 10 years, and while our working relationship has come to an end, I have nothing but positive things to say about the entire team—especially Jason. When I first started, I knew little about finance and investing, but Jason’s passion for the markets, his ability to simplify complex concepts, and his commitment to making his clients financially literate left me with a much deeper understanding of how the stock market works. On a personal level, I truly enjoyed my interactions with Jason. Over the years, we had some great discussions about our respective passions, and I always felt at ease bringing any concerns to him. I knew I could count on him for a straightforward answer, no matter the issue. The whole Allgen team demonstrates a high level of integrity, and I genuinely believe they always have their clients' best interests at heart. Whatever your financial goals may be, you can trust that you’ll be in good hands with Allgen. I wish them all the best moving forward!
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