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April 2024 by rene giron
He’s very professional and have the time to explain everything
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March 2024 by Rebekah Padilla
So impressed after the first meeting with Allen, He gave me honest, detailed and practical advice about my finances in simple terms that I could understand and apply to my life immediately. I appreciate his positive and encouraging demeanor, he’s personable and also very experienced in the full spectrum of finances. I would highly recommend his services to my family and friends. Looking forward to working with you in the near future Allen.
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March 2024 by Salvador Salazar
Allen was very helpful and insightful, I have greatly appreciated his time and commitment to me. He walked me through everything and answered all my questions. I would highly recommend Allen to those in need of his expertise.
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March 2024 by David vanBreemen
Allen is quick to respond and provides sage and timely advice!
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March 2024 by daniel aleman
It was my first time meeting with Allen and he was very supportive and eager to meet my financial goals. The whole experience was very helpful and thorough. He helped me with my Retirement plans and more information regarding my roth ira. Great man. He’s also funny!
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March 2024 by Leslie Gaytan
Excellent Financial Advisor! Always in depth and looking out for my benefit. Amazing service !
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March 2024 by David Zayas
Would definitely recommend Allen. Very knowledgeable and explains what can be confusing for people who don’t know much about the market. Keep’s appointments smooth and very easy to communicate with.
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March 2024 by Tom
Allen really has his finger on the pulse of the financial markets. He is very proactive and gives you all the options that are available. I have recommended family and friends to him.
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March 2024 by Rocco Blase
I was introduced to Allen about 10 years ago. He is the definition of consistency in every aspect of his business and life. He is the master of networking that adds value to everyone he touches professionally and personally. His in depth understanding of financial advisement puts his clients in a position to grow wealth and knowledge in abundance based on their vision and goals.
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March 2024 by Renaissance Man
Allen skillfully moved some assets of mine, from a benefits trust company that was extremely complicated procedurally to move my assets out of, into a fund I'm immensely happy with. Two other previous financial advisors couldn't navigate it or even understood what this entity was.
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March 2024 by Mike Hayden
Allen has done a fantastic job with our investable funds. He is knowledgeable about the market and the investment products available, and responsive to our needs. Very personal service with no hard sales approach. Allen has been a blessing to our family.
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March 2024 by Jonathan Preston
Allen has been my financial advisor for over five years. I’ve always appreciated his insight and guidance towards achieving my financial goals. I highly recommend him.
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March 2024 by Larry Rampenthal
Allen is the best financial planner available… call him today
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March 2024 by Mary Klehr
When we were in need of a financial planner, we asked our trusted CPA for a referral. We are so pleased to have been referred to Allen! He is professional, courteous, respectful and truly wants what is best for his clients. He is extremely knowledgeable and always makes sure we understand the matter at hand and thoroughly answers all of our questions. We feel confident that our financial future is in the best of hands. My husband and I highly recommend Allen Montemagno for all your financial needs.
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March 2024 by Elijah Montemagno
Helped me invest in a mutual fund that was perfect for me! And is very attentive, and always looking to help.
