Reviews of Allen Financial Wealth Management / LPL Financial (Financial Consultant)

2651 Commercial St SE #2, Salem, OR 97302, United States

Average Rating:

DESCRIPTION

We've got all the information of people who are purchasing the services and products of Allen Financial Wealth Management / LPL Financial (Financial Consultant) near Oregon.

Right now this firm gets a score of 4.9 over 5 and the score has been based on 8 reviews.

As you can read, it reaches an feddbacks average is virtually the highest, and it's founded on a more or less high of opinions, so the assessment is reasonably credible, although it doesn't have a elevated quantity of valuations to give it full credibility.

You know that we don't usually stop to put reviews when they are correct and we usually do it only if we have had a problem or issue...

This Financial Consultant is included in the category of Financial consultant.

Where is Allen Financial Wealth Management / LPL Financial?

REVIEWS OF Allen Financial Wealth Management / LPL Financial IN Oregon

tony paolucci

Been with Tim for more than10 years. Tim is honest & direct. Tells you like it is & advises but the decision is yours to make

norm Peterson

I've dealt with Tim for over 8 years and I've found him to be honest and forthright. Tim's got a great handle on the market. I would trust him with my money anytime.

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.

Art Baxter

I became acquainted with Tim Weiner 15+ years ago. Having interests in 2 different states, I decided it was time to simplify. At first I moved my 401k into Tim's 'hands'. As I came to know Tim, it became apparent that he is of the highest character. He is sincere, trustworthy and honest. It is easy for me to recommend Tim for financial council to friends and family.

Ronald Peters

Our family has been using Tim W. for several years and he has always been reachable by phone and on top of things for us. We will keep using him.

sandra arnould

Tim was a huge help to me on behalf of my aunt and uncle. He is responsive, efficient, kind and a true "take care of business" kind of man. He went above and beyond to help coordinate paperwork and meetings; he's a blessing to those he serves.

D. E. Smith

My husband and I have been clients of Allen Financial for more than 15 years, and we would never consider moving our business anywhere else. Tim Weiner is exceptionally trustworthy and professional. We consider ourselves very fortunate to know Tim and be working with him.

Duane Smith

We first met Tim in 2003 when we were given his name to manage my mother in laws finances when she became ill. The following year my wife and I started converting our 401K and other retirement funds over to Tim's management. Over the past 14 years Tim has done a great job in managing our retirement portfolios. Now that we are both retired Tim continues to advise us in our investments as well as insuring that we both receive the income we need to maintain our life style.

Business Hours of Allen Financial Wealth Management / LPL Financial in Oregon

SUNDAY
CLOSED
MONDAY
8AM–5PM
TUESDAY
8AM–5PM
WEDNESDAY
8AM–5PM
THURSDAY
8AM–5PM
FRIDAY
8AM–5PM
SATURDAY
CLOSED

PHONE & WEBPAGE

Allen Financial Wealth Management / LPL Financial en Oregon
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