We are excited to announce the launch of Allgen’s Financial News and Education Center. This web site has been developed to provide you valuable and timely financial news and information.
This web site should be used as your primary resource to keep you informed about changes in the global financial markets, Allgen’s investment strategies, and our latest company news. In addition, the site will have a variety of financial educational materials for you to research and share with others.
We welcome your input and feedback since we have just launched this site. If you have any questions, please don’t hesitate to contact us at advisors@allgenfinancial.com.
We hope you enjoy your new online financial news and education center. Don’t forget to subscribe to the RSS feed at http://www.allgenfinancial.com/financialnews/feed/
Allgen Financial Services, Inc.
Retirement Investing for All Generations (407) 210-3888
advisors@allgenfinancial.com
www.allgenfinancial.com
Allgen Financial Services is in the process of going completely paperless by the end of this year. All client records and company documents will be stored electronically as of January 1, 2009.
“There are several reasons for making this a priority at Allgen”, says James Zimbardi. “Most importantly, it will give us the capability to serve our clients more effectively and efficiently. In addition, it is important to note the value it will have on our environment. We want to do our part in being responsible, and minimize any negative effect on the environment. We take this very seriously!”, says James Zimbardi.
Most independent financial institutions have not been able to make this transition because it tends to disrupt the flow of business and can be very costly. However, this change over will continue to position Allgen Financial Services as a leader in the market. “We don’t see any other choice. We have to do what is right for our clients and the environment first”, says Paul Roldan.
Lastly, Allgen’s core business strategy is to help financial advisors by providing resources unobtainable elsewhere. By having a paperless operation, it will greatly enhance the capabilities and scalability of the company’s operations when serving advisors across the country.
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