Kathy Allen's Contact Details

Kathy Allen's Company Details

Allen Financial Group - CT

Windsor, CT, US • 5 - 9 Employees
Financial Services

Allen Financial Group was born out of a desire to help ensure that individuals and small businesses in the greater Hartford county have access to effective financial strategies and resources. Our mission is to assist our clients to ascertain their current and future needs, access their risk tolerance, and build and maintain a plan to help reach their goals. The Allen Financial Group works to help you to build, protect, and preserve assets through risk management.The Allen Financial Group is committed to providing exemplary advice, education, and customer service; and simultaneously focus on business development. We will seek clients for whom we can become an advocate for every major life decision. Whenever a client has a need, we hope to be their first contact for trusted advice and assistance. If life truly is all about who you know, it could be beneficial to know us.James Allen and Jenilee Wirtz are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Additionally, James Allen and Jenilee Wirtz are Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 360 Bloomfield Avenue, Suite 402, Windsor, CT 06095, 860-298-1006. James Allen and Jenilee Wirtz are not licensed in all jurisdictions. Neither James Allen, Jenilee Wirtz, Allen Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Allen Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.