AllGen Financial Advisors- Financial Planning & Investment Management

Jul 2023

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.

Jul 2023

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!

Apr 2023

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...read full review