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K
8 几个月前

I recently used this company and found their websi...

I recently used this company and found their website to be user-friendly and informative. However, I was slightly disappointed with the response time to my inquiries. The investment options were decent, but I wished for more personalized recommendations. Overall, it was an average experience. I appreciated the clear layout of the website and the range of services offered, but felt that the customer service could be more attentive. I hope to see improvements in their responsiveness and personalized assistance in the future. 😐

T
9 几个月前

I have been a satisfied customer of Allen & Compan...

I have been a satisfied customer of Allen & Company for several years now. Their investment management services have helped me achieve my financial goals and secure a stable future. The team at Allen & Company is knowledgeable, trustworthy, and always ready to assist. I highly recommend them to anyone seeking reliable financial advice.

A
9 几个月前

Allen & Company of Florida has been a trusted part...

Allen & Company of Florida has been a trusted partner in helping me manage my investments. Their knowledgeable team has provided me with valuable advice and guidance, allowing me to make informed decisions and achieve my financial objectives. I am extremely satisfied with their superb service. I highly recommend Allen & Company to anyone seeking reliable financial management.

B
9 几个月前

I have been a happy customer of Allen & Company fo...

I have been a happy customer of Allen & Company for quite some time now, and they have never failed to exceed my expectations. Their investment management services are second to none, and their team is always there to offer expert advice. I am confident in their ability to help me achieve financial success. I highly recommend Allen & Company to anyone looking for a reliable and trustworthy partner in managing their investments.

G
10 几个月前

I have been a loyal customer of Allen & Company fo...

I have been a loyal customer of Allen & Company for several years now, and I couldn't be happier with their services. Their team of professionals is attentive, knowledgeable, and always ready to assist. They have helped me navigate the complex world of investments and have provided me with sound advice that has led to great returns. I highly recommend Allen & Company to anyone looking for a reliable investment firm.

S
11 几个月前

I have been using the services of Allen & Company ...

I have been using the services of Allen & Company for a while now, and I must say that I am impressed with their professionalism and knowledge in the field of investment management. They have helped me make informed decisions about my finances and have provided sound advice. I appreciate their dedication to their clients and their commitment to delivering great results. I highly recommend Allen & Company to anyone looking for trustworthy financial services.

C
1年以前

💯 Allen & Company of Florida is an outstanding inv...

💯 Allen & Company of Florida is an outstanding investment firm. I have been impressed with their exceptional service and commitment to their clients. The team at Allen & Company goes above and beyond to ensure that their clients' needs are met and their goals are achieved. With their guidance, I have been able to make informed investment decisions and see remarkable results. I highly recommend Allen & Company for all your financial needs. 👏

P
1年以前

👌 Allen & Company of Florida is simply outstanding...

👌 Allen & Company of Florida is simply outstanding. Their team of experts has been instrumental in helping me achieve my financial goals. I appreciate their dedication and professionalism, and I have seen remarkable results since working with them. I highly recommend Allen & Company for all your investment needs. 🌟

L
1年以前

Allen & Company of Florida has been phenomenal in ...

Allen & Company of Florida has been phenomenal in managing my investments. Their team of professionals is extremely knowledgeable and always available to answer any questions I have. They have provided me with valuable advice, and I have seen great returns on my investments. I am grateful for their expertise and highly recommend their services.

A
1年以前

👍 Allen & Company of Florida has been my go-to inv...

👍 Allen & Company of Florida has been my go-to investment firm for years. They have consistently exceeded my expectations with their excellent service and expert advice. I have always felt confident in their recommendations and have seen great returns on my investments. The team at Allen & Company truly understands the market and has always been proactive in managing my portfolio. I can't imagine trusting anyone else with my investments. 🌟

M
1年以前

🌟 Allen & Company of Florida is the best investmen...

🌟 Allen & Company of Florida is the best investment firm I have ever worked with. Their team is highly knowledgeable and always ready to offer expert advice. I appreciate their dedication to their clients and their commitment to delivering exceptional results. I have seen significant growth in my investments since working with Allen & Company. I can't thank them enough for their outstanding service. 👍

A
1年以前

Allen & Company of Florida has been instrumental i...

Allen & Company of Florida has been instrumental in helping me manage my finances. Their team of experts has always provided sound advice and guidance, ensuring that my investments are on the right track. I have found their services to be top-notch, and their dedication to their clients is truly remarkable. With Allen & Company, I feel confident and secure in my financial future. I highly recommend their services.

J
1年以前

Allen & Company of Florida is a reliable and reput...

Allen & Company of Florida is a reliable and reputable company. Their expertise in investment management is commendable. I have been a customer for several years and have always been impressed with their professionalism and commitment to providing excellent service. The team at Allen & Company truly cares about their clients and their financial goals. I highly recommend their services.

I
1年以前

Allen & Company of Florida has been a game-changer...

Allen & Company of Florida has been a game-changer for me and my financial future. Their investment management services are top-notch, and their team is incredibly responsive and knowledgeable. I have felt fully supported and confident in their investment recommendations. Allen & Company truly understands their clients' needs and works tirelessly to help them achieve their financial goals. I highly recommend them to anyone seeking financial guidance.

关于Allen & company of florida

Allen & Company of Florida 是一家著名的金融服务公司,85 年来一直提供卓越的投资管理和财务规划服务。该公司由 Bob Allen 于 1932 年创立,他的愿景是创建一家通过个性化服务和专家建议帮助个人和企业实现财务目标的公司。

多年来,Allen & Company 已发展成为业内最受尊敬的品牌之一,拥有一支经验丰富的专业团队,致力于帮助客户驾驭复杂的金融世界。公司的使命是通过为客户提供满足其独特需求的定制解决方案,与客户建立持久的关系。

Allen & Company 的主要优势之一是其致力于在技术和创新方面保持领先地位。该公司使用尖端工具和软件来分析市场趋势、管理投资组合并提供投资业绩的实时更新。这使客户能够根据准确的数据做出明智的投资决策。

Allen & Company 方法的另一个重要方面是它对教育的关注。该公司认为,知情的客户更有能力做出明智的财务决策,因此它提供了一系列教育资源,包括研讨会、网络研讨会、时事通讯以及与顾问的一对一咨询。

Allen Investments 提供范围广泛的服务,包括投资管理、退休规划、遗产规划、税务规划策略以及人寿保险或长期护理保险等保险解决方案。它的团队不仅包括经过认证的财务规划师,还包括可以帮助您解决与您的财务或遗产规划相关的法律问题的律师。

Allen & Company 提供的投资管理服务专为个人投资者以及养老基金或捐赠基金等机构投资者设计。客户可以根据自己的具体需要从各种类型的账户中进行选择,包括应税账户(个人或联合)、IRA 账户(传统或 Roth)、信托账户(可撤销或不可撤销)等。

退休规划是 Allen Investments 擅长通过综合分析帮助客户为退休做准备的另一个领域,其中包括审查 401(k)、IRA、养老金等流动资产,估算医疗费用、差旅费用等未来费用,确定如何退休。根据这些因素加上客户自己选择的时间段内的通货膨胀率,退休期间将需要大量收入。

该公司提供的遗产规划服务包括创建遗嘱信托委托书文件医疗保健指示等必要事项,以确保死后顺利转移资产,同时最大限度地减少支付给继承人受益人的税款。

该公司提供的税务规划策略包括分析当前的税务状况,确定机会,通过扣除信用延期等方式减少负债,制定计划,最大限度地减少未来的负债,同时最大限度地提高今天的投资回报。

该公司提供的保险解决方案包括人寿保险政策,如果发生意外情况,保单持有人过早死亡,可以在经济上保护亲人;长期护理保险政策,涵盖与老年残疾相关的费用,需要帮助日常生活活动,如洗澡、穿衣、吃饭等;残疾收入保护计划旨在取代因受伤疾病而暂时永久性地阻止工作而损失的工资。

结论:如果您正在寻找经验丰富的合作伙伴来帮助您实现财务目标,同时提供专门针对您的需求量身定制的个性化服务,那么 Allen Investments 就是您的最佳选择!凭借超过 85 年的管理财富建立关系的经验,我们拥有所需的一切,每次都能提供超出预期的结果!

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Allen & company of florida

Allen & company of florida

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