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9AM - 5PM
101 Normandy Rd #101, Casselberry10AM - 6PM
100 W Lucerne Cir Ste. 600, Orlando“Working with them so far has been great. They are always there to answer your questions, and the results so far have been excellent.“
9AM - 5PM
124 E Welbourne Ave, Winter Park“Someone introduced me to Don’s FRS retirement videos on YouTube, and I found them incredibly beneficial and educational. I reached out to Don, and he scheduled a call to walk through my options based on my preferences and goals—without any pressure whatsoever. After a follow-up conversation, I decided to move forward and have Anders assist me with my retirement funds.
Once Don and I agreed on a plan, he connected me with Danae, who has been absolutely wonderful to work with. She answers all of my questions, follows up promptly, explains everything thoroughly, and is incredibly patient. This has been a great experience as I enter a season I’ve never navigated before. I highly recommend them without hesitation.“
9AM - 5PM
2450 Maitland Center Pkwy #200, Maitland“Jay is a consistent, trustworthy and straight forward loan officer. He has always done what is best for his customer and a stout professional. I look forward to many more years working with him.“
9AM - 6PM
1230 Park Pointe Ln, Winter Park“These guys are honest professionals and on top of their game. It's always a pleasure to do business with them.“
8:30AM - 5PM
100 W Lucerne Cir #200, Orlando“As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about!
AllGen's approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether you're just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - they'll have your back and accelerate your journey to financial freedom.“
Recommended
“I met Veronica in late December of 2020. She is only the 2nd person that I have ever used to handle my investments. The first one I never had confidence in. I knew nothing about investing and I took a leap of faith in her and I'm so glad that I did. Now that I'm retired, my portfolio and future are right on track. Veronica is a very friendly warm soul who really knows her business. She has educated me, held my hand through the rough times, and is genuinely happy for me during the good times. I completely trust her and Michelle in their abilities I am very pleased with theit performance.“
10AM - 7PM
450 S Orange Ave FL 3, Orlando“Has helped me with fraud issues and now my taxes best person to go to for credit repair and taxes and so much more!“
8:30AM - 4:30PM
400 S Park Ave #300, Winter Park“John Miller is extremely professional and has had a very solid track record of making investment recommendations. I've also had very good experiences with Scott and Elmer. I recommend ML Winter Park.“
8:30AM - 5PM
301 E Pine St Ste 1100, Orlando“We were looking for a Honest and Knowledgeable wealth management adviser and we found Todd Fosnow at this location. We are quite pleased with the advice and service he provides.“
8:30AM - 5:30PM
444 W New England Ave #202, Winter Park“Top shelf in responsiveness, professionalism, and spot-on in fulfilling the critical fractional CFO need enabling more effective, efficient operations while enabling continued company success and growth to the next level.“
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