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AllGen Financial Advisors, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm committed to helping individuals, families, and small business owners maximize their financial resources. We are a team of trusted fiduciary advisors and financial coaches, each having an area of expertise that, when combined, provides all the direction and tools you need regardless of your stage in life or socioeconomic position to help you reach and maintain financial freedom. We provide highly tailored financial planning and investment management that helps you define where you currently are and where you want to be - your definition of Financial Freedom. Then we develop a course to get you there, managing and tracking your investments and financial progress along the way. Services we offer include: Financial planning Investment management Learn more about what we offer: https://www.allgenfinancial.com/services/financial-planning/ https://www.allgenfinancial.com/401k-rollover/ https://www.allgenfinancial.com/fiduciary-advisor/ https://www.allgenfinancial.com/october-2023-bonds-inflation-interest-rates/ Check out some of our latest YouTube videos: Quarterly Webinar: https://www.youtube.com/watch?v=sGOOvACsPrE Market Update: https://www.youtube.com/watch?v=jcBRXGI3INY AllGen's Money MInute: https://www.youtube.com/watch?v=agkYKFFYcAg Take your wealth-building to the next level: https://www.allgenfinancial.com/contact-us/ Disclosure: allgenfinancial.com/regulatory/

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Website https://www.allgenfinancial.com/
Revenue $14 million
Employees 30 (24 on RocketReach)
Founded 2003
Address 100 W. Lucerne Circle Suite 200, Orlando, Florida 32801, US
Phone (407) 210-3888
Fax (407) 210-3887
Technologies
Industry Financial Services, Finance General, Financial Advisor, Finance, Financial Advisors, Retirement, Financial Planning, 401k, 401(k), IRA, Florida, Financial Planner, Private, Wealth, Management, Businesses, Individuals, Company Benefits, Investment Management, Career, Jobs, Rollover
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies

AllGen Financial Advisors Questions

The AllGen Financial Advisors annual revenue was $14 million in 2024.

Jason Martin is the Chief Investment Officer and Principal of AllGen Financial Advisors.

24 people are employed at AllGen Financial Advisors.

AllGen Financial Advisors is based in Orlando, Florida.

The NAICS codes for AllGen Financial Advisors are [5239, 52, 52393, 523].

The SIC codes for AllGen Financial Advisors are [628, 62].

Top AllGen Financial Advisors Employees

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