George R Allen CLU ChFC CFP
George R. Allen CLU ChFC CFP, based in Oswego, NY, is a financial advisory firm that collaborates with clients to create personalized financial plans tailored to individual goals and challenges. Backed by Northwestern Mutual, the firm emphasizes comprehensive financial solutions across areas such as insurance, investments, retirement planning, and estate planning.
The advisors at George R. Allen focus on fostering meaningful conversations to uncover opportunities and provide guidance, ensuring clients' financial strategies evolve with their needs. The company is recognized for its robust financial strength, earning high ratings from major financial rating agencies and accolades for consumer experience in the insurance industry.
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