Allgen Financial Services Inc

  • Financial Services
  • Orlando FL
  • 12 employees
  • Financial Services
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Company Overview

Headquarters
100 W. Lucerne Circle, Suite 200, Orlando FL
Website
allgenfinancial.com
Phone
(407) 210-3888
Employees
12
Founded in
2003
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Allgen Financial Services Inc

AllGen Financial Advisors, Inc. is a privately held company based in Orlando, Florida. The firm employs 12 people and generates over $10,000 in annual revenue. AllGen Financial Advisors, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm specializing in financial planning and investment management services. They cater to individuals, families, and small business owners seeking to maximize their financial resources and achieve financial freedom. The company distinguishes itself by offering highly tailored financial planning and investment management strategies, taking a personalized approach to understand each client's unique needs and goals. They provide comprehensive financial planning services, including investment management, retirement planning, and wealth management. For more information about AllGen Financial Advisors, Inc. and their services, interested parties can visit their website at allgenfinancial.com or contact them directly through the website's contact form.

Company Leadership

Paul Roldan

Senior Partner

Phone Email

Allgen Financial Services Inc Industry Tags

financial advisor
financial advisors
retirement
financial planning
401k
401(k)
IRA
Florida
Financial Services
financial planner
private
wealth
management
businesses
individuals
company benefits
investment management
career
jobs
rollover
Financial Advisory Services
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Companies Similar to Allgen Financial Services Inc

Analyze industry trends and opportunities by examining competitors and companies comparable to Allgen Financial Services Inc, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M 35 Dallas, TX 1961
10M 23 San Francisco, CA
10M 1 Miami Beach, FL
10M 7 Burr Ridge, IL 2012
10M 1 Cheyenne, WY 1953
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FAQ

What is the location of Allgen Financial Services Inc's headquarters?
The headquarters of Allgen Financial Services Inc are situated at 100 W. Lucerne Circle, Suite 200, Orlando FL
What is Allgen Financial Services Inc's phone number?
Allgen Financial Services Inc's contact number is (407) 210-3888.
What is Allgen Financial Services Inc's official website?
The official website of Allgen Financial Services Inc can be found at allgenfinancial.com.
What is Allgen Financial Services Inc's current revenue?
As of August 2015, Allgen Financial Services Inc's annual revenue reached $10B.
How many employees does Allgen Financial Services Inc currently have?
Allgen Financial Services Inc employs approximately 12+ people as of August 2015
Which industries is Allgen Financial Services Inc primarily operating in?
Allgen Financial Services Inc operates in the following industries: Finance, Credit
Who is the Senior Partner of Allgen Financial Services Inc?
Allgen Financial Services Inc's Senior Partner is Paul Roldan
What are Allgen Financial Services Inc's industry tags?
Allgen Financial Services Inc's industry tags include: financial advisor, financial advisors, retirement
When was Allgen Financial Services Inc founded?
Allgen Financial Services Inc was founded in 2003.

Employee Directory

Key Employees

Karen Vergara

Fiduciary Financial Advisor

Phone Email

Jason Martin

Chief Investment Officer & Principal

Phone Email

Christopher Damiano

Operations Specialist

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