History
Allan was born in Brooklyn, raised in Staten Island and after receiving his Bachelor of Arts Degree in Economics from SUNYat Binghamton, Allan returned to Staten Island where he and his wife Elizabeth, daughter Ava and son Joseph live. After more than a decade working as a financial consultant for various firms including Citicorp Investment Services and The United Nations Federal Credit Union, and earning his Certified Financial Planner designation, Allan found himself at a crossroads. His personalized approach to long term client relationships and his commitment to making a difference in the future of others led him to conclude that the only way to provide the highest level of service, research and complete financial planning was to establish his own independent firm. Allan opened Comprehensive Wealth Management Group in order to have the flexibility to determine the direction, effectiveness and the specific solutions that he brings to all his clients current and future needs.
Specialties
We are a full service Finanicial Planning firm concentration in Retiremenet Planning for individuals and businesses, Corporate Benefits, Estate Planning and College Financial Aid Planning. We are located at 243 Main Street, Staten Island, NY 10307 Phone: 800-601-0622 347-227-0235(FAX) Email: info@cwmg-llc.com Web: www.cwmg-llc.com Please see our website for more information. Securities and Investment Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Financial Planning offered through Comprehensive Wealth Management Group, LLC A Registered Investment Advisor and Separate Entity from Royal Alliance Associates.