Yesenia V.
5/2/2025
Allen is a very friendly and knowledgeable Financial Advisor. He has helped us invest for our future. I high recommend him.
Allen F Montemagno Jr
Closed
(5)
Photos
Wildomar, CA 92595
Specialties
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Reviews
5.05 reviews
Tony L.
5/15/2019
Allen is exactly want you want in a financial advisor. Thorough, knowledgeable, meticulous and personable. He takes the complex world of finance and breaks it down into bite size pieces to help...
Nathan G.
8/16/2017
Met with Allen last week for an early morning meeting which was great and it fit perfectly into my busy schedule. We covered many things regarding investment accounts, UIT's and options to take...
Joseph M.
6/28/2017
I know Allen from the Wildomar Rotary Club. Finally I made an appointment to take a look at our finances and I only wish I'd done this years earlier. He really takes his time explaining the...
Christopher W.
3/12/2017
Allen is a very helpful and knowledgeable financial planner. He is very focused and can help you with a variety of things such as stocks and bonds, planning for retirement, or managing your...
See a problem?
