AllGen Financial Advisors Email Formats

Financial Services • Orlando, Florida, United States • 21-50 Employees

AllGen Financial Advisors Email Formats

AllGen Financial Advisors uses 1 email format. The most common is {last name} (e.g., doe@allgenfinancial.com), used 100% of the time.

Format	Example	Percentage
{last name}	doe@allgenfinancial.com	100%

Key Contacts at AllGen Financial Advisors

Christina Shaffer

Director Of Fixed Income

Paola Rojas-Collazos

Director Of Operations

Rick Smith

Director

Company overview

Headquarters	100 W. Lucerne Circle, Suite 200, Orlando, FL 32801, US
Phone number	+14072103888
Website	allgenfinancial.com
NAICS	52
SIC	628
Keywords	Investment Management, Career, 401K, Management, IRA, Financial Services, Businesses, Private, Financial Planning, Retirement, 401(K), Jobs, Financial Advisor, Florida, Financial Advisors, Wealth, Individuals, Company Benefits, Financial Planner, Rollover
Founded	2003
Employees	21-50
Socials

About AllGen Financial Advisors

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/april-2024-market-update-inflation-housing-prices-fed/ 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/

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

Partner

Employees by Department

AllGen Financial Advisors has 15 employees across 4 departments.

Departments

Number of employees

Funding Data

AllGen Financial Advisors has never raised funding before.

AllGen Financial Advisors Tech Stack

Discover the technologies and tools that power AllGen Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

WP Rocket

Caching

Swiper

JavaScript libraries

jQuery Migrate

JavaScript libraries

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

EWWW Image Optimizer

Performance

Google Analytics

Analytics

YouTube

Video players

Yoast SEO

SEO

Frequently asked questions

AllGen Financial Advisors is located in Orlando, Florida, US.

You can reach AllGen Financial Advisors at +14072103888.

AllGen Financial Advisors was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

AllGen Financial Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at AllGen Financial Advisors

Christina Shaffer

Director Of Fixed Income

Paola Rojas-Collazos

Director Of Operations

Rick Smith

Director

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