The Allen Financial Group is determined to provide exemplary advice, education, and customer service; and simultaneously focus on business development. We will seek clients for whom we can become an advocate for every major life decision. Whenever a client is in need, we hope to be their first contact for trusted advice and assistance. If life is all about who you know, it could be beneficial to know us.
Jim founded AFG in 1997 with the sole thought of making the people’s lives that he touches financially superior. He enjoys all aspects of his business from the young professional just starting, to the retired individual, planning the enjoyable phase of life. Jim loves his two grandchildren and spends as much time with them and his wife Nancy as he can. They live in South Windsor, CT, but you can be sure to find them by the shore or on the water during the warmer seasons.
Jade enjoys the close-knit office environment and the opportunity to help people at the Allen Financial Group. Their values closely align with her passions, making it a great fit. She has the most fun spending time with her younger brother and sister, exploring new places with friends, and being outside; especially on a warm summer day with a great book. Jade looks forward to developing her future in this industry.
Chantal is passionate about getting to know clients to better assist them with their financial needs. She enjoys working closely to help support the rest of the team. When not at work, Chantal loves spending quality time with her husband and children, discovering new places and cultures with her friends and family.