Allen Financial

"Great information and definitely provided details to our specific circumstances. Thanks for the help."

"Bret and his staff are exceptional. Bret is so helpful and willing to help even if he is already very busy. His guidance on financial investments is excellent. He truly cares about everyone of his clients."

"I’ve had my retirement account with Bret for several years and couldn’t be happier! He knows his stuff and truly fulfills his fiduciary responsibility."

"I received his mailer for an invitation to learn and have dinner. I called and reserved a spot. A few days later, I received an email saying my reservation was cancelled because I don't meet the age requirements. The mailer doesn't have any restrictions by age, otherwise I wouldn't have scheduled an appointment. If you are under 60+, it seems like Allen Financial doesn't want your business. If you are over 60+, just be careful Allen Financial isn't preying on you."

"We have found Bret Allen to be knowledgeable, helpful and above all scrupprlessly honest. We would not hesitate to recommend him to anyone needing financial counselling. He is the best!"