AllGen Financial Advisors- Financial Planning & Investment Management - Orlando, Florida

Jeff B.

A friend at church recommended AllGen to us in 2022. At the time, we were 10–15 years from retirement and had three kids going to college over the next 10 years. Up until then, we had been going it alone...investing in 401(k)s, 529s, Roths...without any guidance. We were looking for a fiduciary to review our investments and savings to see if there were adjustments we needed to make.

In the first few months, Paul and team helped us streamline our portfolio, reinvest money for better returns, and identify simple ways to make our money do more work for us, e.g., shifting to a higher yield savings account. We immediately felt more confident about our finances and our path forward.

But our appreciation for AllGen really deepened when we faced a series of unexpected changes: a new job, a lost job, unemployment, the loss of parents, inheritance, another new job. Through it all, Paul and team provided guidance on anything and everything that impacted our financial plan. Each change brought so many questions, and AllGen was always there for us with guidance and support.

We have been grateful, over and over, that we have AllGen in our corner. I'd recommend AllGen to anyone looking for a fiduciary.

Christine L. R.

I was a client of Allgen for over 10 years, and while our working relationship has come to an end, I have nothing but positive things to say about the entire team—especially Jason. When I first started, I knew little about finance and investing, but Jason’s passion for the markets, his ability to simplify complex concepts, and his commitment to making his clients financially literate left me with a much deeper understanding of how the stock market works.

On a personal level, I truly enjoyed my interactions with Jason. Over the years, we had some great discussions about our respective passions, and I always felt at ease bringing any concerns to him. I knew I could count on him for a straightforward answer, no matter the issue. The whole Allgen team demonstrates a high level of integrity, and I genuinely believe they always have their clients' best interests at heart.

Whatever your financial goals may be, you can trust that you’ll be in good hands with Allgen. I wish them all the best moving forward!

Cindy P.

AllGen is my extended family. They have assisted me in understanding and growing my finances. After my husband unexpectedly passed away, Paul was amazing in helping me through that process of what assets I had, what to pay off, and what to sell. Paul and his team were very patient and educated me. This enabled me to make decisions regarding my finances. They also assisted me with other life decisions such as linking me with an estate attorney to set up a revokable trust for my assets. If you choose to contact AllGen as your advisors, it will be the best decision of your life. I'm eternally grateful to Paul and his trusted advisory team.

Amanda O.

I've been a client here for about 2 years and I absolutely love them!! I've worked with a few different team members for different needs that I have. Robert understands my various goals and uses that understanding to help me prioritize how I spend money. Charles and Kristyn help me stay updated and organized. Kathryn has experience and real-world knowledge that is irreplaceable when building wealth (and building your life). The whole team is super friendly and I can tell they go above and beyond with my requests, even though my accounts aren't big. I can't imagine working with anyone else!

Debbie S.

I have had investment accounts with AllGen since 2016 and have always been happy with their service. Their Financial Planner is excellent. Together we discussed what would work for a retirement plan. The team is always providing information on the market and how to navigate your finances. They regularly provide emails with video conversations about whatever is going on in the financial world. I fully trust their investment expertise and look forward to their informative emails.

Andrea D.

Allgen has been an answer to prayer! Paul Roldan and team helped me every step of the way to create a financial retirement plan, which has given me tremendous peace of mind. I highly recommend Allgen for anybody who might be dubious about the value of a financial advisor. Having their help literally helps me sleep at night!

Saima N.

HIGHLY RECOMMEND! We absolutely love working with our fee-only fiduciary financial advisor. Robert has walked us through so many incredibly important financial milestones from tackling our student debt to purchasing our first home to welcoming our first child! Throughout our journey, he has provided sage advice and guidance. We consider him an indispensable resource. You don't need a massive portfolio to sign up with AllGen. We actually started with a depressingly negative net worth due to student loans. Enlisting Robert's help early in our journey helped us balance debt elimination with savings / investing / retirement planning. It can feel overwhelming, so having an expert in our corner to keep us on track made a world of difference. I firmly believe everyone can benefit from the right financial advice, and that's exactly what AllGen provides.

Julene P.

Peace of mind and a solid financial plan. This is a terrific team. Always available to discuss changes in my circumstances. I highly recommend Paul Roldan, Axel Otero and the investment colleagues. I only wish I had connected with this firm years ago!