Allgen Financial Services, Inc. (www.allgenfinancial.com) serves individuals and couples at The Villages in Florida. Despite the economic downturn in 2008, Allgen continues to grow. In 2009, Allgen plans to have a greater presence at The Villages, Florida. “We are excited to continue serving individuals and couples retiring in Florida’s premier lifestyle communities,” said James Zimbardi a Senior Partner at Allgen Financial Services, Inc.
As a fee-only investment advisory firm, Allgen is able to serve current and new home owners at The Villages with objective retirement investment advisory services. Allgen custodians its client’s assets at Charles Schwab Institutional.
With 80+ million baby boomers retiring and moving to communities like The Villages, there is a critical need for retirement planning and investment advisory services. In addition, 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, independent firms like Allgen are 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, individuals in career transition, and retirees.
For professional investment advice:
Allgen Financial Services, Inc.
888.6ALLGEN (888) 625-5436
advisors@allgenfinancial.com
www.allgenfinancial.com
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