Dan Allen Financial Inc

Dan Allen Financial Inc., located in Fergus, Ontario, has been assisting professionals, business owners, and retirees for over 30 years. Founders Steve and Dan Allen specialize in helping clients optimize their financial resources and avoid common financial pitfalls as they prepare for and transition into retirement.

Serving the thriving communities of Wellington County and Waterloo Region, Dan Allen Financial Inc. offers tailored strategies for wealth growth and protection. With a strong commitment to client success, the firm provides comprehensive financial guidance designed to meet the unique needs of each individual or business.

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