AllGen Financial Advisors- Financial Planning & Investment Management

"I have had investment accounts with AllGen since 2016 and have always been happy with their service. Their Financial Planner is excellent. Together we discussed what would work for a retirement plan. The team is always providing information on the market and how to navigate your finances. They regularly provide emails with video conversations about whatever is going on in the financial world. I fully trust their investment expertise and look forward to their informative emails."

"Due to a lack of advice early in my working career, my retirement account wasn't really growing much. Once I switched to AllGen, I not only got the advice I needed from my advisor, Karen, but my retirement account is no longer stagnating in their capable hands. Working with AllGen has alleviated a lot of financial worries that I'd had."

"I've been a client here for about 2 years and I absolutely love them!! I've worked with a few different team members for different needs that I have. Robert understands my various goals and uses that understanding to help me prioritize how I spend money. Charles and Kristyn help me stay updated and organized. Kathryn has experience and real-world knowledge that is irreplaceable when building wealth (and building your life). The whole team is super friendly and I can tell they go above and beyond with my requests, even though my accounts aren't big. I can't imagine working with anyone else!"

"They were recommend to us by a few people and we were excited to work with them. Set up a call super quickly - was told they would have information on everything within 48 hours. Never received anything. Followed up and still haven't received a single email back. Very disappointing."

"HIGHLY RECOMMEND! We absolutely love working with our fee-only fiduciary financial advisor. Robert has walked us through so many incredibly important financial milestones from tackling our student debt to purchasing our first home to welcoming our first child! Throughout our journey, he has provided sage advice and guidance. We consider him an indispensable resource. You don't need a massive portfolio to sign up with AllGen. We actually started with a depressingly negative net worth due to student loans. Enlisting Robert's help early in our journey helped us balance debt elimination with savings / investing / retirement planning. It can feel overwhelming, so having an expert in our corner to keep us on track made a world of difference. I firmly believe everyone can benefit from the right financial advice, and that's exactly what AllGen provides."