Dan Allen Financial Inc.

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Our motto "Working with you, for you" , describes how we work with families to help them make the most of their financial resources. Using a financial planning approach, we listen closely to our clients before providing custom advice and solutions to help them make wise investment and insurance decisions. In addition, we help pensioners get more out of retirement with portfolios that generate tax efficient income and protect their government benefits. We provide estate planning advice so clients' legacies go to the people and causes most important to them. Above all, we stay in touch with our clients as we help them put their plans and solutions in place and as their financial needs and goals change over time. "Working with you, for you" isn't just a motto - it's our life long commit


860 Tower Street South
Unit 5
Fergus,  ON
N1M 3N7

(519) 843-2630 (Voice)
(519) 843-5688 (Fax)



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Keywords

Keywords: financial, planning, investing, insurance, retirement pensions, estate planning
Primary category: Management Consulting Services (54161)
Number of employees: 1 to 4
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2018 Township of Centre Wellington | 1 MacDonald Square, Elora, Ontario, Canada, N0B 1S0 | Phone: 519-846-9691