Allison Financial Group, Inc.

Allison Financial Group, Inc. Allison Financial Group takes a holistic and proactive approach to Wealth Management and Investing. Dream • Plan • Act Equal Opportunity Employer – M/F/D/V.

At Allison Financial Group, Inc., you’ll find a partner dedicated to delivering quality recommendations that utilize innovative solutions to help you pursue your vision for the future. We focus on protecting and preserving what matters to you most. This commitment is strengthened by our specialized knowledge and experience, as well as the values we share in common with you. As your life changes w

e help you navigate those changes by continuing our proactive, client centered, service model. We help you revise and clarify your goals while meeting any challenges that arise. Our relationship enables you to spend more time doing what you love. The result is a custom-tailored approach for helping you make your journey with confidence. NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this SOCIAL MEDIA page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Duly registered and licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuities and insurance through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, LLC). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, and CRPC professional designations, and RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Allison Financial Group, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance License Number: 0G52983

What an Un-fore-gettable Day on the Green! 🏌️‍♂️⛳Our annual golf tournament was a hole-in-one! Check out some of the hig...
08/20/2025

What an Un-fore-gettable Day on the Green! 🏌️‍♂️⛳

Our annual golf tournament was a hole-in-one! Check out some of the highlights from our event in Kingston, Massachusetts. A heartfelt thank you to all the incredible clients and partners who joined us for a day filled with great swings, laughter, and camaraderie.

Your enthusiasm and support drive our success, and events like these remind us of how fortunate we are to work with such exceptional individuals. We can't wait for more memorable moments on and off the course!

🌟 Exciting News! 🌟We are thrilled to announce that we have moved our office to a new location! 🎉 Our new space is design...
06/10/2025

🌟 Exciting News! 🌟

We are thrilled to announce that we have moved our office to a new location! 🎉 Our new space is designed to better serve our clients and enhance our collaboration.

We can't wait to welcome you to our new home! Your continued support means the world to us, and we look forward to creating even more amazing experiences together.

Thank you for being a part of our journey!

Follow along with us on Facebook and LinkedIn!
https://facebook.com/allisonfinancialgroup
https://www.linkedin.com/company/allison-fin-group-inc

Address

4 Corporate Plaza Drive, Ste 250
Newport Beach, CA
92660

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