AllGen Financial Advisors- Financial Planning & Investment Management - Orlando (FL)

5 /5 Jesus Perez: As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

5 /5 Christine LEON ROLEZ: I was a client of Allgen for over 10 years, and while our working relationship has come to an end, I have nothing but positive things to say about the entire team—especially Jason. When I first started, I knew little about finance and investing, but Jason’s passion for the markets, his ability to simplify complex concepts, and his commitment to making his clients financially literate left me with a much deeper understanding of how the stock market works. On a personal level, I truly enjoyed my interactions with Jason. Over the years, we had some great discussions about our respective passions, and I always felt at ease bringing any concerns to him. I knew I could count on him for a straightforward answer, no matter the issue. The whole Allgen team demonstrates a high level of integrity, and I genuinely believe they always have their clients best interests at heart. Whatever your financial goals may be, you can trust that you’ll be in good hands with Allgen. I wish them all the best moving forward!

5 /5 Dee Bee: We’ve been utilizing the services of Allgen Financial for more than 10 years. I have referred family and friends and we are all so grateful and pleased to have their expertise and service. I recommend them without hesitation and with enthusiasm. Paul Roldan, one of the owners is amazing and extremely knowledgeable. Of importance is the entire team is super friendly and customer service driven!! A+ for certain.

5 /5 Jeff Byrd: A friend at church recommended AllGen to us in 2022. At the time, we were 10–15 years from retirement and had three kids going to college over the next 10 years. Up until then, we had been going it alone...investing in 401(k)s, 529s, Roths...without any guidance. We were looking for a fiduciary to review our investments and savings to see if there were adjustments we needed to make. In the first few months, Paul and team helped us streamline our portfolio, reinvest money for better returns, and identify simple ways to make our money do more work for us, e.g., shifting to a higher yield savings account. We immediately felt more confident about our finances and our path forward. But our appreciation for AllGen really deepened when we faced a series of unexpected changes: a new job, a lost job, unemployment, the loss of parents, inheritance, another new job. Through it all, Paul and team provided guidance on anything and everything that impacted our financial plan. Each change brought so many questions, and AllGen was always there for us with guidance and support. We have been grateful, over and over, that we have AllGen in our corner. Id recommend AllGen to anyone looking for a fiduciary.

5 /5 Cindy Price: AllGen is my extended family. They have assisted me in understanding and growing my finances. After my husband unexpectedly passed away, Paul was amazing in helping me through that process of what assets I had, what to pay off, and what to sell. Paul and his team were very patient and educated me. This enabled me to make decisions regarding my finances. They also assisted me with other life decisions such as linking me with an estate attorney to set up a revokable trust for my assets. If you choose to contact AllGen as your advisors, it will be the best decision of your life. Im eternally grateful to Paul and his trusted advisory team.