Allgen Financial Services, Inc. (www.allgenfinancial.com) serves individuals, families, and businesses in Windermere, Florida. Despite the economic downturn in 2008, Allgen continues to grow. In 2009, Allgen plans to have a greater presence in Windermere, Florida. “We are excited to continue serving the Windermere community,” said James Zimbardi a Senior Partner at Allgen Financial Services, Inc.
Even though individuals and families in Windermere tend to be more affluent, the economic turmoil has still taken a toll on the Windermere community. Many baby boomers and high-net-worth individuals have lost a significant amount of their retirement savings in the last quarter of 2008.
Investment advisory services tend to play a more important role when investors are uncertain about market conditions. Since many major financial institutions are making significant cuts and layoffs, an independent firm like Allgen is benefiting. It is able to demonstrate bigger is not necessarily better. More and more people are reaching out to Allgen because they have lost their advisor, or they are unsatisfied with the level of service they are receiving in these current market conditions.
Allgen specializes in retirement asset management for both individuals and businesses. It serves business owners, high-net-worth individuals, and individuals in career transition or planning for retirement.
For professional investment advice:
Allgen Financial Services, Inc.
888.6ALLGEN (888) 625-5436
advisors@allgenfinancial.com
www.allgenfinancial.com
Allgen Financial Services, Inc. (www.allgenfinancial.com) serves individuals, families, and businesses in Winter Park, Florida. Despite the economic downturn in 2008, Allgen continues to grow. In 2009, Allgen plans to have a greater presence in Winter Park, Florida. “We are excited to continue serving the Winter Park community,” said James Zimbardi a Senior Partner at Allgen Financial Services, Inc.
The business community in Winter Park is especially on Allgen’s radar screen. “Businesses are looking for solutions on how they can reduce cost in this economy. Company benefits and retirement benefits like a 401(k) is a business cost executives and HR directors should consider evaluating. For this reason, Allgen Financial Services, Inc. provides a complementary audit to determine if costs can be reduced, while not sacrificing quality of service or investment options. In many cases, when going through the audit process, Allgen’s financial team has found opportunities to increase the quality of service while decreasing cost,” said Paul Roldan Senior Partner at Allgen Financial Services Inc.
Investment advisory services tend to play a more important role when investors are uncertain about market conditions. Since major institutions are making significant cuts and layoffs, a firm like Allgen is benefiting and demonstrating bigger is not necessarily better. More and more people are reaching out to Allgen because they have lost their advisor, or they are unsatisfied with the level of service they are receiving in these current market conditions.
Allgen specializes in retirement asset management for both individuals and businesses. It serves business owners, high-net-worth individuals, and individuals in career transition or planning for retirement.
Allgen Financial Services, Inc. and Zynergy will be hosting a large-scale scavenger hunt in Central Florida along with several other area businesses and nonprofit organizations. The event will take place on Saturday, October 25, 2009 from 9:00am to 4:30pm. The primary purpose of the Greater Orlando Scavenger Hunt is to provide an extremely fun way for coworkers, family members, and friends to engage in a full-day community and team building activity. The first place team will win $750.00.
Paul Roldan, CEO of Allgen Financial Services, Inc. says, “We are excited about sponsoring the Greater Orlando Scavenger Hunt. As we advise individuals and organizations on their retirement financial needs, we realize there is a great need for emotional support as well. People need confidence, fun, and encouragement. The Greater Orlando Scavenger Hunt will draw our community closer together by providing a critical morality boost to the people of Central Florida.”
A portion of the events proceeds will be used to support the fight against MS. James Zimbardi, CEO of Zynergy says, “Along with a number of other organizations in Central Florida, we are planning on making this event the highlight of 2008 for those who live and work in our community. People need fun right now. The Greater Orlando Scavenger Hunt is designed to be an exciting way to share in a community building activity while growing closer to friends, family, and coworkers. Fun and excitement is exactly what we plan on providing. We will use creative thinking and technology to captivate and engage the participants of the event. This is an event you will not want to miss!”
For more information about the event, please visit http://scavengerhunt.ning.com
About Allgen Financial Services, Inc.
Allgen Financial Services, Inc. is an independent fee-based Registered Investment Advisory (RIA) firm committed to helping individuals and businesses better manage their retirement related assets. Allgen’s service offers personal retirement planning and employee retirement benefits to organizations. For more information visit http://www.allgenfinancial.com.
About Zynergy
Zynergy is a business consulting firm specializing in helping senior executives with their global business marketing and innovation challenges. Since 1997, Zynergy has been helping organizations to reinvent themselves by creating new ways on how to conduct business. For more information visit http://www.zynergy.com.
About the National Multiple Sclerosis Society
MS Stops people from moving. The National MS Society exists to make sure it doesn’t. We do this through our home office and a 50-state network of chapters by funding more MS research, providing more services to people with MS, offering more professional education and furthering more advocacy efforts than any other MS organization in the world. The Mid Florida Chapter of the National MS Society is honoring their 50th year of providing these services to the community. Join the movement at JoinTheMovement.org or http://flc.nationalmssociety.org.
Allgen Financial Services, Inc. (www.allgenfinancial.com) serves individuals, families, and businesses in Windermere, Florida. Despite the economic downturn in 2008, Allgen continues to grow. In 2009, Allgen plans to have a greater presence in Windermere, Florida. “We are excited to continue serving the Windermere community,” said James Zimbardi a Senior Partner at Allgen Financial Services, Inc.![[del.icio.us]](http://www.allgenfinancial.com/financialnews/wp-content/plugins/bookmarkify/delicious.png)
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