I want

transparent-image-100
Play Video

Watch Video

As seen on 9 News!
Celebrating 16 years of financial excellence.

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

Bruce G. Allen is a financial expert and advocate who listens to his clients and partners with them to achieve a secure and comfortable future.

We work with individuals and families to save for their children’s higher education, ensure a comfortable retirement and also preserve wealth for future generations through smart estate planning. We navigate strategies to support the priorities of locally-owned businesses and the ‘how to’s’ behind Social Security insurance and socially responsible investing.

Bruce G. Allen Investments, LLC, educates and empowers clients with a wide range of products and services that are game changers in the financial planning process. Bruce hand-picks financial strategies that are best suited for each individual client. His impeccable insight allows for an unmatched approach and exceptional results.

Above all, Bruce G. Allen Investments, LLC, is his client’s advocate. He is honest and transparent and as a fiduciary, he will always put his client’s interests first. Bruce is humbled by the trusted relationships he has with his clients. He is grateful for every opportunity to educate them about the basic concepts of financial management so that their lives can reach the highest potential

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.

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.

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.

Videos

Integrity

Business, like life in general, is all relationships. In the field of financial planning, those …

View Video →

Transparency

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

View Video →

Advocacy

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

View Video →

Socially Responsible Investing

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

View Video →

Women-Owned Businesses & Women Investors

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

View Video →

Socially Responsible Investing

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

transparent-image-100
Play Video

Watch Video

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

Schedule a meeting in 5 minutes.

Scroll to Top