Dan Allen Financial Inc.

edit this listing
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)



Comments


Share a comment with your facebook friends

Customer Communication to


Enable Email link, Website link and Contact form. Without these links, customers must contact you by phone or going to your physical address.
Make it simple for customers to get in touch with you.

Keywords

Keywords: financial, planning, investing, insurance, retirement pensions, estate planning
Primary category: Management Consulting Services (54161)
Number of employees: 1 to 4
Have you considered?
Vision Financial Services Inc. (Fergus)

151 St. David Street North
Fergus


(519) 787-2324

Mallot Creek Group Inc.

294 Mill Street E
Suite 201 (Old Quarry Commons)
Elora


(519) 846-1830

Ecclestone Financial Group Inc.

245 St. David Street North
Fergus


(519) 843-5110

Crunch! Inc. Communications

568 South River Road
Elora


(519) 843-7555

McLeod Wood Associates Inc.

125 St. George Street W.
Fergus


(519) 787-5119


2018 Township of Centre Wellington | 1 MacDonald Square, Elora, Ontario, Canada, N0B 1S0 | Phone: 519-846-9691