We’re Here to Listen & Help You Towards Reaching Your Financial Goals.

Bruce G. Allen is an independent registered financial adviser who views himself as his clients’ advocate.  He listens to his clients and partners to help them towards achieving their financial goals.

We work with individuals and families to discover their goals and aspirations that may include saving for their retirement, preserving their wealth during retirement and saving for their children’s higher education. We work to help clients get a clear view of their financial situation and get better control over it.  In addition, we work in conjunction with their estate professional with the goal of preserving wealth for future generations through intelligent estate planning.  We perform in-depth reviews of our client’s Social Security benefits to help them understand and optimize their claiming options.  In addition, we work with our clients who want to consider socially responsible investments for their portfolios.

Bruce G. Allen Investments, LLC, a Registered Investment Adviser, aims to educate and empower clients with a wide range of products and services throughout the financial planning process.  Bruce G. Allen looks to identify financial strategies that are best suited for each individual client.

Above all, Bruce G. Allen is his client’s advocate. He is honest and transparent and as a fiduciary, he will always strive to put his client’s interests first. Bruce is humbled by the trusted relationships he has with his clients.  He welcomes any opportunity to educate them about the basic concepts of financial management so that may improve their financial lives.