AllGen Financial Advisors

AllGen sprung from the concept that all people should be served, “all generations” and individuals from all walks of life. Everyone deserves financial independence. This is the short version of our story. Every story has a beginning. Jason Martin and Paul Roldan, co-founders of AllGen, were instrumental in the company’s establishment. Paul, hailing from Brooklyn, NY, worked hard and attained academic accomplishment. After being awarded the Woodrow Wilson Foundation Scholarship by Harvard in 1992, Paul became a graduate. A financial planner by career, Paul wanted to partake in a profession that would allow people to achieve financial freedom. After joining the workforce, Paul realized the industry underemphasized financial instruction and advice. Instead, sales targets were the focus, and the industry overemphasized product selling. Also, Paul noted that the industry primarily served high-net-worth families, yet it did not cater to the most financially needing individuals, so he sought to educate and listen to other people. This put him on a collision course with his employer, as this was no longer his responsibility. Paul Roldan & Associates was his first job and he aimed to provide better service.

. The reviews show that AllGen is an outstanding financial firm with clients on different backgrounds. Paul’s and Robert’s team are highly rated as caring, and how they prioritize their clients having a very safe investment and financial plans. A client said she sleep well thanks to Allgen, while other members discussed their adaptive and patient habits, ensuring that their clients are informed about every decision they make. A lot of the happy clients said they gained a lot learning about their finances like they owned them because of the various financial information emails and video to remain on the same page of what is going on in the market. This has encouraged them to continue their investment despite their accounts being small, knowing that they are in the right hands. And as the other client says, working with this firm will mean the best decision your life. Definitely, even a great company with a big debt like that of a graduating student needs advice and trusts this trusted firm to get it right. We recommended AllGen for a Top Financial Advisor firm.