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Personalized Financial Services

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Welcome to Susan Allen Financial

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.

413-569-0035

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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