Wealth Management & Financial Solutions

Welcome to Allen Financial.  Thanks for visiting our website.  We are located in Grinnell, Iowa with Doug Allen as a CERTIFIED FINANCIAL PLANNER TM professional and Susie Edelen as the office manager.  We are registered/ licensed to do business throughout the United States.

We can work directly with you on retirement planning, IRA rollovers and financial planning.



Securities and insurance products offered are: Not Insured by FDIC or any Federal Government Agency May Lose Value No Bank Guarantee