Orlando, FL, June 25, 2009 - Starting July 1st, 2009, Schwab will waive commissions on electronic equity trades and reimburse transfer of account fees charged by contra brokers until June 30, 2010 if you are new-to-Schwab and Allgen Financial Services, Inc. You must open an account by the end of this year.
What does this mean for you?
Allgen custodies its clients’ accounts at Schwab Institutional. As we actively manage your investments, there will be no fees charged by Schwab for any trades conducted on your account for one year. This can mean significant savings for you. Depending on the size of the account and amount of trades, you could save thousands of dollars. In addition, you will be reimbursed any fees for moving your account to Allgen Financial Services, Inc. & Schwab from another institution. This makes it a great opportunity to consider moving your account over to us since this offer will most-likely only be available for a limited time.
If you would like to learn more about this offer, and/or consider moving your account over to Allgen Financial Services, Inc., please contact us today at: (407) 210-3888 or toll-free 1(888) 6ALLGEN (625-5436).
We are pleased to announce Kathryn Hite as the latest addition to the Allgen Financial Services’ financial advisory team. Kathryn joins Allgen Financial Services, Inc. after five successful years as a Regional Leader with Primerica Financial Services, Inc, one of the largest personal financial services firms in the world. Kathryn brings a background of expertise in life insurance, debt consolidation, mutual fund investment, variable annuities, and long-term care insurance to Allgen’s retirement asset management practice.
Kathryn is a graduate of Transylvania University in Lexington, Kentucky where she earned a Bachelor of Arts degree with dual majors in Accounting and Computer Science. Kathryn began her career as an internal auditor and held various positions throughout her career including Y2K Technology Project Vice President for AmSouth/Regions Financial Bank.
Senior Partner Paul Roldan said, “We are excited about having Kathryn Hite on our team. She provides a great blend of strong analytical skills and practical solutions to those in need of financial planning and investment guidance. Our future looks even brighter with Kathryn as a member of our team.”
Allgen Financial Services has recently received a significant amount of press for its innovative approach to fostering relationships with its clients and members of the business community by using social media such as Twitter.
“As a retirement investment advisory firm, we are on the cutting-edge in our thinking and approach to relationship connectivity. We have our finger on the pulse for how individuals and businesses are communicating with each other in 2009,” said James Zimbardi, Senior Partner at Allgen Financial Services, Inc.
The latest article published has been written by Beth Kassab of the Orlando Sentinel. She has been carefully tracking the value of Twitter in the marketplace for the last few months.
Allgen Financial Services, Inc. was recently featured in a Wall Street Journal article for its social networking efforts. The story was written by Kristen McNamara and is titled “PRACTICE MANAGEMENT: Financial Advisers Step Up Communication”.
Please read the article by going to wsj.com:
http://online.wsj.com/article/BT-CO-20090302-709429.html?mod=
If you currently experiencing a disruption in your career, Allgen Financial Services, Inc. has a Toll-Free Hotline at (888) 625-5436 for you to use in order to discuss your specific career and financial situation with a professional financial advisor.
Because so many people are experiencing job layoffs, Allgen has setup a hotline to make the job transition easier by offering advice on how to best make any necessary financial transitions. Your initial consultation is complementary, and is designed to help answer any financial questions you may have.
Allgen Financial Services also has established an RSS feed providing retirement financial information. The feed can be found at http://www.allgenfinancial.com/financialnews/feed. This feed is designed to provide critical information about the economy, financial market conditions, and Allgen’s investment strategy.
Orlando, FL, June 25, 2009 - Starting July 1st, 2009, Schwab will waive commissions on electronic equity trades and reimburse transfer of account fees charged by contra brokers until June 30, 2010 if you are new-to-Schwab and Allgen Financial Services, Inc. You must open an account by the end of this year.![[del.icio.us]](http://www.allgenfinancial.com/financialnews/wp-content/plugins/bookmarkify/delicious.png)
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