AllGen Financial Advisors, Inc. provides financial advisory services, including retirement planning and investment management.

AllGen Financial Advisors, Inc.

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Chief Investment Officer & Principal

Jason Martin

Business Management

Christina Shaffer

Director of Operations

Paola Rojas-Collazos

Portfolio Analyst

Ryan Staton

Client Service Manager

Liz Castro

VP, Financial Planning

Ana Fernandez

Marketing Specialist

Cassy Morrison

Sales and Support

Charles Seaman

Operations Specialist

Christopher Damiano

Wealth Strategist

Edwin Salazar

Florida Companies With More Than 10 Employees (Top 10K)

East Coast Advice Companies (Top 10K)

Florida Companies With Less Than $10M in Revenue (Top 10K)

East Coast Wealth Management Companies

AllGen Financial Advisors a fiduciary is chosen for the job because they are more knowledgeable about that property or management advice to their clients that is best for the client instead, instead of simply meeting a suitability standard the suitability standards that non-fiduciary advisors must meet leave a lot of wiggles.

Orlando

Florida

United States

North America

AllGen Financial Advisors

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news impact assignment basic	general
public peers	general	Oct 25, 2024 8:45 AM	355718a2
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news processing basic	general
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signals	general	Oct 25, 2024 8:45 AM	2f5f18e8
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translate crunchbase fundingrounds	general	Nov 28, 2024 2:03 AM	3423e115
peers	general	Oct 25, 2024 8:45 AM	6f043006
news basic	general	Oct 25, 2024 8:45 AM	1e1cb891
bundesanzeiger	filings
financials download nd	financials
private financials	financials

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AllGen Financial Advisors, Inc.