Allen Financial

Allen Financial When you need an experienced financial advisor with plenty of solid guidance when it comes to retirement planning, call Allen Financial.

Allen Financial has been serving the people of Utah for over 20 years. They provide detailed and customized services aiming to create an awareness of solutions for retirees and pre-retirees in the challenging times surrounding their estate and overall financial plans. Allen Financial provides positive options for consideration through seminars and individual attention. Our programs help people to

be more confident about their retirement savings strategies. With our help, clients can make better educated decisions to achieve financial goals. At Allen Financial, you can expect professional treatment for all of your needs.

06/06/2026

Simplicity is the ultimate sophistication.

-Leonardo Da Vinci

05/25/2026

🇺🇸 Memorial Day 🇺🇸

Honoring the brave men and women who made the ultimate sacrifice for our freedom.

Thank you for your service.

🇺🇸 God Bless America. 🇺🇸

05/18/2026
05/10/2026

Happy Mother’s Day to all the amazing moms out there!

04/25/2026

Hope is not a strategy!

If you’re mulling over your list of assets, you may be trying to determine that trifecta question of how you can hold on...
04/19/2026

If you’re mulling over your list of assets, you may be trying to determine that trifecta question of how you can hold onto what you have in your name, have access to income, and still leave something as a legacy to your heirs. Reach out to us to learn more.

04/05/2026

Happy Easter!

03/17/2026

It's counterintuitive, but the thing you chase, "high returns", isn't what you need to get rich.

The secret that all successful investors know: The less money you lose, the faster you build wealth.

A recent survey shows that most people plan to claim Social Security early, even though waiting can result in larger mon...
02/24/2026

A recent survey shows that most people plan to claim Social Security early, even though waiting can result in larger monthly benefits. When do you plan on starting Social Security?

https://www.cbsnews.com/news/social-security-benefits-90-percent-americans-will-claim-before-70/?fbclid=IwY2xjawQKDZ9leHRuA2FlbQIxMABicmlkETJscGZPZXJScnJQVTNCVWVVc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHtuWzEm-8XQvty5m9YNmeUH9ZhA3nfEszygOAHU6jBm1goI3rorTrHGqrPxa_aem_G_H8LJo6oyrMUxD_F9VhDw

Financial pros recommend waiting as long as possible to claim your Social Security benefits. Most Americans say they're ignoring that advice.

Address

202 E 5900 South
Salt Lake City, UT
84107

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

Telephone

+18015699589

Website

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