Harper Financial Associates, LLC

We have been clients of Bob Allen’s for two years and during this time he has provided us with great assistance. He’s pleasant, courteous and spends the necessary amount of time to make sure we fully understand our investment portfolio.

I would highly recommend Harper Financial Associates. My Husband and I first met Bob at a seminar at our local library. We had concerns about our retirement planning and whether we would have sufficient income to meet our needs. Bob answered all of our questions and presented us with a detailed plan that eased our concerns.

Bob is becoming a port in the storm as I begin navigating what to do with retirement income, Social Security, and the moving target that is the recent tenuous financial landscape. He outdid himself gleefully chasing down what might be a nest-egg of a lost pension from a job many decades ago. I also really appreciate his tenacity in helping me to understand what I feel are very complex concepts. He is very upfront about what is going well and where there is opportunity for adjustments. I trust him.