FOR IMMEDIATE RELEASE
Birmingham, Alabama, September, 30, 2011 – Allgen Financial Services, Inc. (Allgen Financial) is excited to announce the establishment of its newest office located in downtown Birmingham. Allgen is a registered investment advisory firm that predominately serves families and businesses in southern states east of the Mississippi.
Allgen Financial believes its presence in Birmingham will provide the community a unique team-based and client-centric method of financial advising. As a fee-based registered investment advisory firm, Allgen Financial has the freedom to offer a vast array of investment options since it custom designs its own portfolios based on each client’s particular situation and needs.
James Bruno, a Birmingham native and seasoned executive will be representing Allgen Financial as an investment advisor representative. Mr. Bruno will be leading and managing the Birmingham branch office on behalf of Allgen Financial. Mr. Bruno says, “I am excited to reach out to all the wonderful members of the Birmingham and Alabama community at large in order to serve them with the attention and care only a firm like Allgen Financial can provide.”
As a way of embracing the community, Allgen Financial Services, Inc. is offering the first 50 prospective clients a complementary investment portfolio evaluation to help educate the Birmingham community on the healthiness of individuals and company portfolios.
Paul Roldan, CEO of Allgen Financial says, “We are excited about our new office in Birmingham as we believe this tightly knit community will be able to benefit from our proactive approach to investment and financial management, especially during the challenging economic times we currently face.
We anticipate a warm welcome from the Birmingham community because its rooted culture mirrors Allgen’s philosophy of building up its local community.”
Allgen Financial specializes in active and strategic money management as well as financial planning. Allgen Financial strives to successfully navigate the markets during periods of prosperity and decline. The company constantly researches and studies the markets to find the next emerging area. Allgen’s ultimate goal is to assist clients in defining and reaching their personal financial goals.