Dan Allen Financial Inc

Dan Allen Financial Inc., located in Fergus, Ontario, has been a trusted financial advisory firm for over 30 years, helping professionals, business owners, and retirees maximize their financial resources and navigate retirement planning. Led by financial advisors Steve and Dan Allen, the firm specializes in creating tailored retirement income strategies while helping clients avoid common financial pitfalls.

Serving Wellington County and Waterloo Region, Dan Allen Financial Inc. works with farmers, self-employed professionals, and individuals preparing for retirement to ensure a seamless transition into their golden years. This firm is committed to protecting clients' wealth through long-term planning, investment strategies, and tax-efficient solutions.

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