Allison Financial Group Email Formats

Financial Services • 4 Corporate Plaza Dr, Ste 250, United States • 1-10 Employees

Allison Financial Group Email Formats

Allison Financial Group uses 1 email format. The most common is {2char} (e.g., {2char}@allisonfin.com), used 100% of the time.

Format	Example	Percentage
{2char}	{2char}@allisonfin.com	100%

Key Contact at Allison Financial Group

Kate Dixon

Director of Business Development

Company overview

Headquarters	4 Corporate Plaza Dr, Ste 250, Newport Beach, California 92660, US
Website	allisonfin.com
NAICS	52
Keywords	Risk Management, Insurance Services, Trust Management, Financial Analysis, Portfolio Construction, Investment Analysis, Family Succession, Retirement Analysis, Goal Monitoring
Employees	1-10

About Allison Financial Group

At Allison Financial Group, we are a dedicated financial services firm helping our clients achieve financial success. Our mission is to provide quality recommendations and innovative strategies tailored to your unique vision for the future. As your life evolves, we help guide you through transitions with a proactive, client-centered approach. Our team is committed to helping you identify your goals while addressing any challenges that arise. This relationship allows you to focus on what you love while we customize a strategy that empowers you to navigate your financial journey with confidence. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Allison Financial Group, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d CA Insurance License Number: OG52983 AGE- 8045750.1(6/25)(Exp.6/29)

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Allison Financial Group has never raised funding before.

Frequently asked questions

Allison Financial Group is located in 4 Corporate Plaza Dr, Ste 250, US.

Allison Financial Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Allison Financial Group

Kate Dixon

Director of Business Development

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