Timothy Allen has almost twenty-five years of experience working in the financial industry. He holds various licenses in multiple states. Tim strives to help each client on a continuing basis and has no qualms about going above and beyond to do so.
Vision and Mission
Based in Wantagh, New York, Tim Allen Financial Associates was created in 2015 to further his vision of helping individuals fulfill their financial goals. We believe each individual matters just as much as the next and treat them as such.
Our mission is simple. We help every individual understand each aspect of their financial goals from the start, then help them see them through while working hand in hand along the way.
With our vast experience, we are able to work with each individual to map out a plan for his or her future and then find the best way to implement it. Being registered with Royal Alliance Associates as an independent advisor allows us the ability to find the best solutions for you using a wide range of options. Some of the areas in which we focus on are:
- Investment strategies (mutual funds, brokerage accounts)
- Retirement management (IRAs, 401k plans, etc)
- Fixed and Variable Annuities
- Education savings planning (UTMA/UGMA, 529 plans)
3500 Princeton Drive South, Wantagh, NY 11793