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
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