We’re Here to Listen & Help You Reach Your Financial Goals.

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Bruce G. Allen Investments

Bruce G. Allen is an independent registered financial adviser who views himself as his clients’ advocate.  He listens to his clients and partners with them to help them achieve their financial goals.

We work with individuals and families to discover their goals and aspirations that may include saving for their retirement, preserving their wealth during retirement and saving for their children’s higher education. We work to help clients get a clear view of their financial situation and get better control over it.  In addition, we work in conjunction with your estate professional to preserve wealth for future generations through intelligent estate planning.  We perform in-depth reviews of our client’s Social Security benefits to help them understand and optimize their claiming options.  In addition, we work with our clients who want to consider socially responsible investments for their portfolios.

Bruce G. Allen Investments, LLC, a Registered Investment Adviser, aims to educate and empower clients with a wide range of products and services throughout the financial planning process.  Bruce G. Allen looks to identify financial strategies that are best suited for each individual client.

Above all, Bruce G. Allen is his client’s advocate. He is honest and transparent and as a fiduciary, he will always strive to put his client’s interests first. Bruce is humbled by the trusted relationships he has with his clients.  He welcomes any opportunity to educate them about the basic concepts of financial management so that may improve their financial lives.

This is your future. We offer a partnership that you can count on.

Our Services

We use our experience and knowledge—and our full range of investment products and services—to help you achieve your goal of financial independence.

Our Process

We take time to understand your unique story then apply a crafted combination of products to help you meet your financial goals, whatever they may be.

Our Values

With every client, we bring to the table years of experience, certification-proven knowledge and an unrelenting commitment to customer satisfaction.

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Integrity

Business, like life in general, is all based upon quality relationships. In the fields of …

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Transparency

Bruce prides himself on providing insight that educates clients and doesn’t overwhelm them. He makes …

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Advocacy

Bruce witnessed the population of his hometown lose its financial future when a large employer …

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Socially Responsible Investing

Bruce is talking more and more with clients who want their money to be invested …

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Women-Owned Businesses & Women Investors

Year after year, Bruce G. Allen Investments is seeing more and more women who are …

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Social Security Consultation

Social Security represents an enormous financial asset when we retire. Bruce works with his clients to create a game plan that maximizes this critical source of income in retirement.

Women-Owned Businesses & Women Investors

Year after year, Bruce Allen Investments is seeing more and more women who are very engaged in the financial planning for their futures.

Women-Owned Businesses & Women Investors

Year after year, Bruce Allen Investments is seeing more and more women who are very engaged in the financial planning for their futures.

Socially Responsible Investing

“I am grateful to help my clients connect with like-minded companies and unleash the power of capital for good.”

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Bruce is ready to listen & work with you to plan your next steps towards financial success.

Schedule a meeting!

Contact Us

370 17th Street Suite 3580
Denver, CO 80202

Bruce G. Allen Investments is located in Denver’s Republic Plaza building at 370 17th Street.  We are located in Suite 3580.

There is metered street parking and public parking areas & garages surrounding Republic Plaza. 

Once you are inside the main lobby of our building, select an elevator that will take you to the 35th floor. We are located in Suite 3580. 

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