Allen Financial Wealth Management

2651 Commercial St Se Ste 2
Salem, OR 97302-4872

503-362-5554

Services Offered

Accounting Services, Audit Preparation, Estate Planning, Estate Taxes, Estates, Trusts & Gifts, Financial Planning, Income Tax Preparation, Income Tax Service, Individual Retirement Programs, Individual Taxes, Investment Management, Payroll Services, Profit Sharing Plans, Retirement Planning, State Tax Preparation, Tax Penalty Assistance, Tax Planning & Preparation

Products Offered

Tax Favored Accounts--Keogh, SEP, IRA

Licenses, Certifications, Accreditations

FDIC Member, LPL Financial, Member FINRA, SIPC

Products Offered

Public Stocks / Mutual Funds / Bonds, Umbrella Policy

Services Offered

401(K) - PERS Rollover Planning, Retirement Distribution Planning, Retirement Planning, Securities & Advisory Service Offered Through, Tax Sheltered Investments, Traditional & Roth IRAs - CD & Fixed Investments

Specialty

Life Insurance, Aircraft Insurance

Licenses, Certifications, Accreditations

LPL Financial, Member FINRA, SIPC