Susan Allen

Wealth Advisor at The Capital Legacy - East Brunswick, NJ, US

Susan Allen's Colleagues at The Capital Legacy
Sharmishtha Talpade

Recruiter/ Associate

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Linda Katz

Financial Services

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Laura Heflin

Certified Long Term Care (CLTC) Representative

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Rose Viskovic

OFFICE MANAGER

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Avinash Deshpande

Chairman

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Lehan Snyman

Franchise Director

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Susan Allen's Contact Details
Email (Verified)
***@capitallegacy.net
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Mobile Number
(XXX) XXX-XXXX
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HQ
732-613-0005
Location
Morrisville,Pennsylvania,United States
Company
The Capital Legacy
Susan Allen's Company Details

The Capital Legacy

East Brunswick, NJ, US • 5 - 9 Employees
Financial Services

Financial & Retirement Planning Strategies for Physicians, Dentists, Privately held Corporations & High net worth families. Also, coordinate for Estate Planning,Wealth protection, risk management thru custom designed Life & Disability insurance programs, Business continuation planning, Roth Ira etc.

Financial Services Financial Advisory Services
Details about The Capital Legacy
Frequently Asked Questions about Susan Allen
Susan Allen currently works for The Capital Legacy, LLC.
Susan Allen's role at The Capital Legacy, LLC is Wealth Advisor.
Susan Allen's email address is ***@capitallegacy.net. To view Susan Allen's full email address, please signup to ConnectPlex.
Susan Allen works in the Financial Services industry.
Susan Allen's colleagues at The Capital Legacy are Sharmishtha Talpade, Linda Katz, Laura Heflin, Rose Viskovic, Avinash Deshpande, Lehan Snyman and others.
Susan Allen's phone number is 732-613-0005
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