at Northwestern Mutual Financial Network
Syracuse, New York Area
- Current
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- Wealth Management Advisor at Northwesternmutual Financial Network
- Wealth Management Advisor at Northwestern Mutual
- Education
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- State University of New York College at Oswego
- Recommended
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1 person has recommended George - Connections
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5
connections
- Industry
- Financial Services
- Websites
George Allen’s Summary
George Allen is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company, which offers high quality investment and wealth management programs and services for high net worth clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. George Allen can help create a complete financial plan - whether a client is focused on managing current financial success, or on protecting and preserving assets over the long-term. For additional information, call George at 315-343-2323 or visit his Web site at www.georgeallen-nm.com/.
George Allen’s Specialties:
Business Planning
Estate Planning
Financial Planning
Investment and Advisory Services
Retirement Planning
Employee Benefits
Risk Management
George Allen’s Experience
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Wealth Management Advisor
Northwesternmutual Financial Network
(Financial Services industry)
Currently holds this position
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Wealth Management Advisor
Northwestern Mutual
(Privately Held; Financial Services industry)
June 1991 — Present (18 years 6 months)
George Allen understands complex financial issues, and how they can affect life goals. He works with clients to fully understand their situation, and looks to build a relationship that will serve their needs over time. Please let George know how he might be able to help you realize your vision for the future.
George Allen’s Education
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State University of New York College at Oswego
BS , Business Administration , 1987 — 1989
Additional Information
George Allen’s Websites:
George Allen’s Honors:
National Quality Award: 1991-1992, 1994-2007
Million Dollar Round Table Qualifying Member: 1995, 1998-2004
George Allen’s Contact Settings
Interested In:
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
