Over the last few years everyone's financial resources have been strained. Allen Investment Management Services are able to assist you in identifying steps that will strengthen your current portfolio and enhance future growth.
Richard Allen, owner of Allen Investment Management Services, has spent the last 44 years in various roles within the financial industry. These roles have included that of bank president, certified financial advisor and owner of four different businesses. He offers ideas and guidance that have come from extensive firsthand experience.
"We are a Registered Advisor firm in Oshkosh, Wisconsin that assists individuals and corporations in investing and managing equity portfolios. This includes working with individuals and companies to address financial needs such as bank financing, equipment purchase analysis, and strategic plans for business success. Let us help you make the most out of your resources." -Richard Allen, RIA