About Us

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About Bruce

Bruce Allen’s unwavering determination to help his clients attain financial success stems back to his childhood in Oneida, New York. Oneida was home to silver and china manufacturer, Oneida. The company was named for the Oneida Tribe which owns a large territory around the lake in the city.  “As I was growing up, Oneida had …

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Integrity

Business, like life in general, is all based upon quality relationships. In the fields of financial planning and investments, those relationships are based on trust.  Like he does in his personal relationships, Bruce ensures that honesty and integrity are the guiding principles at Bruce G. Allen Investments, LLC.  Together, honesty and integrity direct the culture …

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Transparency

Bruce prides himself on providing insight that educates clients and doesn’t overwhelm them. He makes sophisticated concepts understandable and meaningful to his client. Each quarter, Bruce’s clients get a one-page synopsis of their portfolio’s performance. That’s right, just one page. That is unheard of when it comes to most financial statements, but it is very …

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Advocacy

Bruce witnessed the population of his hometown lose its financial future when a large employer couldn’t compete and became bankrupt. That shaped Bruce and at first, during his college years, he thought he would pursue a career as a prosecuting attorney. “My goal was always to be an advocate and somebody who believes in being …

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What do we do and how it works

Initial Consultation: Get-to-know each other To start a relationship with someone regarding something as personal as finances and retirement savings, Bruce invites his prospective clients to his office for an initial, complimentary consultation.  Bruce listens to his clients describe their goals and desires for the future. Bruce also details how Bruce G. Allen Investments, LLC …

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