Wealth Management & Financial Solutions
At Allen Financial, our clients are our focus. We know you work hard, and we want your investments to work hard for you.
We create financial strategies that are tailored to your individual needs and goals.
Our dedicated team has years of experience to guide you through all of life's moments.
Trust. Honesty. Integrity. Our values are infused into every aspect of our practice.
We work to keep you apprised of market fluctuations with up-to-date articles and videos to help you stay informed.
What You Need to Know About Social Security
CERTIFIED FINANCIAL PLANNER TM professional
Doug grew up on his family’s farm near Grinnell and upon graduating from Grinnell High School in 1979 attended Iowa State University where he obtained a Speech Communications degree in 1983. In 1986 Doug Started his brokerage...
Susie has 37 years of experience working in the telephone industry. Her career was with Verizon Communications excelling in customer service, fraud investigation and administrative assistant duties. Susie has had extensive computer and...