AllGen Financial Advisors, Inc.

EST. AUM
$475,182,812

CONTACTS
2

CLIENT ACCOUNTS
2,557

Firm Details

Metro area Orlando
CRD Number 126877
Website allgenfinancial.com
Client types

Overview

Paul and Jason met for the first time in 2006 at Lifework Leadership Orlando. Paul had taken the program previously and was assisting with the new students, including Jason. Despite their unique strengths and experiences, the two quickly realized they were aligned with their core values, beliefs, and worldviews. Through ongoing conversation and advice from a trusted colleague, Paul and Jason considered joining forces to be able to provide better service for a greater audience. What if there’s a better way to do business? What if clients could be served with an entire team of specialists, all under one roof, using integrity as their guiding light? Paul and Jason set their minds (and hearts) on finding a sustainable way to serve all clients with the same care as high net worth individuals. Working together, Paul and Jason co-founded AllGen in 2007 as a Registered Investment Advisory Firm (RIA). They assembled a full team of in-house specialists with a passion for taking financial wisdom to the next level. And the story is still being written. The AllGen Team is working diligently, every day, to build a greater path toward financial freedom for all. We’d love for you to be part of The Story. Give us a call or visit our office any time; we’re here to serve.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

AllGen Financial Advisors, Inc.

Platform Details

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