Allen Financial Wealth Management / LPL Financial

(503) 362-5554
1800 Judson Road Suite 300, Longview, Texas, 75605

Business hours

Monday 8:00am to 5:00pm
Tuesday 8:00am to 5:00pm
Wednesday 8:00am to 5:00pm
Thursday 8:00am to 5:00pm
Friday 8:00am to 5:00pm

About us

Based on your financial plan, we strive to create a portfolio that will apply an appropriate balance between risk and return. We employ a strategic asset allocation strategy, coupled with tactical research that emphasizes portfolio re-balancing and mid to long-term market trend analysis. With the help of independent, LPL research, we carefully select from the thousands of investment management possibilities available today to build a portfolio that meets your needs.

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