Your choice for Financial Services
Susan Allen has been in financial services for over 18 years helping hundreds of clients achieve their retirement goals. While working as a financial advisor for Fleet Bank, Susan obtained her Series 6, 63, 7 and 65 along with health and life licenses. Susan also completed all classes for the Certified Financial Planner at Bay Path College.
After working at banks and brokerages, Susan chose to concentrate her practice on financial solutions to grow, protect, provide guaranteed income and most importantly protect against loss. Susan created Susan Allen Financial in 2010 and using the solutions Susan recommended her clients' accounts have grown and are guaranteed never to lose a penny. Financial education is an important aspect at Susan Allen Financial and Susan teaches various workshops including "Making the Most of Social Security" and "The ABC's of Annuities". Contact Susan today at 413-569-0035 so that your retirement assets will be guaranteed to last as long as you do.
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Years of experience have prepared us to guide you through your life transitions.
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