Allen Financial & Allen Wealth and Asset Management

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Allen Financial & Allen Wealth and Asset Management has been serving the Salt Lake City, UT area since 1981 and is accredited by the Better Business Bureau. We are a Fiduciary Investment Advisor providing wealth management, legacy planning, insurance, annuity strategies, and investment advisory services. We help individuals and families build customized financial strategies focused on retirement savings, wealth protection, and income stability. Whether you’re preparing for the future or reviewing your current strategy, our team helps provide guidance you can trust.