Allen Financial Wealth Management
-
2651 Southeast Commercial Street Suite 2
, Suite 2
Salem, OR 97302 - (503) 362-5554
- Website
Hours
Chamber Rating
-
Patty Cooper
Tim Weiner is always there to explain things to me that I dont understand. I so appreciate him!
May 19th, 2023 -
Sonia Garcia
Ive had a great experience with Tim, he has helped guide me along the way with my IRA. Tim even went out of his way to meet me at my work site to help with my account and has honestly made things easier for me.
Apr 20th, 2023 -
Ann-Christine Sandvik
Mar 27th, 2023 -
Jean & Louanne Fugal
I was referred to Tim during a time of extreme grief, following the death of my husband, Jean. We had a complicated portfolio, stemming from several family inheritances. I was overwhelmed and at a loss as to how to handle this pressing situation. Not only did Tim capably tackle and resolve all of this with his confidence, knowledge, and expertise, but his understanding, kindness, and support were then, and remain invaluable to me. Knowing that Tim is handling my financial interests gives me security and peace of mind for my and my family's future.
Nov 20th, 2022 -
Mark Koeckritz
My 12-year experience with Tim Weiner at Allen Financial has been exemplary. He is personable, trustworthy, reliable, always accessible, and puts clients best interests first. Without reservation, I highly recommend Tim Weiner and Allen Financial. Judie Koeckritz, California
Aug 6th, 2022
About
Allen Financial Wealth Management
Driven solely by my client’s success, My focus is to create comprehensive and effective wealth management strategies, personalized to the unique financial needs of each client. I pride myself on being free from ties to banks, Wall Street brokerage houses or proprietary products producers. Timothy M. Weiner, CLU, ChFC is an independent professional of LPL Financial LLC Tim delivers objective financial planning and investment advice, based on a thorough understanding of your unique circumstances and philosophy about wealth management. Tim offers the benefit of his experience, education, integrity and professional training to help you work towards your personal financial goals.
Products
- Bonds
- Brokerage Accounts
- Common Stock
- Educational IRA
- Government Securities
- Roth, SEP, and Simple IRA
- Traditional IRA
- Treasury Bills
- Treasury Notes
- Variable Annuity
Services
- 401(k) and 403(b) Planning
- College Plans
- Disability Income Insurance
- Estate Plans
- Life Insurance
- Long Term Care Insurance
- Money Purchasing Plans
- Profit Sharing Plans
- Retirement Plans
- Tax Plans
Questions & Answers
Q What is the phone number for Allen Financial Wealth Management?
A The phone number for Allen Financial Wealth Management is: (503) 362-5554.
Q Where is Allen Financial Wealth Management located?
A Allen Financial Wealth Management is located at 2651 Southeast Commercial Street Suite 2, Suite 2, Salem, OR 97302
Q What is the internet address for Allen Financial Wealth Management?
A The website (URL) for Allen Financial Wealth Management is: https://www.allenfinancial.us/
Q How big is Allen Financial Wealth Management?
A Allen Financial Wealth Management employs approximately 20+ people.
Q What days are Allen Financial Wealth Management open?
A Allen Financial Wealth Management is open:
Sunday: Closed
Monday: 6:30 AM - 2:00 PM
Tuesday: 6:30 AM - 2:00 PM
Wednesday: 6:30 AM - 2:00 PM
Thursday: 6:30 AM - 2:00 PM
Friday: 6:30 AM - 2:00 PM
Saturday: Closed
Q How is Allen Financial Wealth Management rated?
A Allen Financial Wealth Management has a 4.9 Star Rating from 14 reviewers.
Hours
Ratings and Reviews
Allen Financial Wealth Management
Overall Rating
Overall Rating
( 14 Reviews )Patty Cooper on Google
Tim Weiner is always there to explain things to me that I dont understand. I so appreciate him!
Sonia Garcia on Google
Ive had a great experience with Tim, he has helped guide me along the way with my IRA. Tim even went out of his way to meet me at my work site to help with my account and has honestly made things easier for me.
Ann-Christine Sandvik on Google
Jean & Louanne Fugal on Google
I was referred to Tim during a time of extreme grief, following the death of my husband, Jean. We had a complicated portfolio, stemming from several family inheritances. I was overwhelmed and at a loss as to how to handle this pressing situation. Not only did Tim capably tackle and resolve all of this with his confidence, knowledge, and expertise, but his understanding, kindness, and support were then, and remain invaluable to me. Knowing that Tim is handling my financial interests gives me security and peace of mind for my and my family's future.
Mark Koeckritz on Google
My 12-year experience with Tim Weiner at Allen Financial has been exemplary. He is personable, trustworthy, reliable, always accessible, and puts clients best interests first. Without reservation, I highly recommend Tim Weiner and Allen Financial.
Judie Koeckritz, California
Overall Rating
Overall Rating
( 14 Reviews )Write a Review
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