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Allen Wealth Management, LLC
 
 
Overview: 

The goal of each member of our team here at Allen Wealth Management is to pursue the long-term objectives that best serve the interests of you and your family.

We do so with a very personal, hands-on approach, devoting the time necessary to understanding your needs, goals and attitudes toward investing before developing your personalized financial plan.

Whether you’re near or in retirement, or working in your own business or practice, we know the financial concerns you face and, most important, can offer the strategies and solutions that can only come from foresight and experience.


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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