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Glenn Allan

Financial Advisor at Amherst Financial Services
Intro Book
Seasoned financial advisor delivering comprehensive financial planning services.
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Location
Amherst, Massachusetts, United States, US
Skills
  • Financial Planning
  • Investments
  • Retirement Planning
  • Insurance
  • Wealth Management
  • Show all
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Bio

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Glenn Allan is a seasoned financial professional with 32 years of experience in financial planning, investments, and insurance. He has guided clients towards meeting their financial goals through advisory services offered through Capital Analysts and Lincoln Investment. Glenn holds an EdD and a BA degree from the University of Massachusetts, Amherst and the University of Connecticut, respectively.

Experience

  • Amherst Financial Services
    • Financial Advisor
      • Jul 1991 - Present

      Help guide clients toward meeting their financial goals.Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.www.lincolninvestment.comAmherst Financial Services and the above firms are independent and non-affiliated.

  • Amherst Insurance Agency Inc
    • 20 Gatehouse Rd Amherst, Ma 01004
    • Owner
      • Jul 1991 - Present
      • 20 Gatehouse Rd Amherst, Ma 01004

      Financial Planning and Property and Casualty InsuranceInsurance services are not offered through, or supervised by, Lincoln Investment or Capital Analysts.

Education

  • 1973 - 1977
    University of Massachusetts, Amherst
    EdD
  • 1965 - 1969
    University of Connecticut
    BA, Biology,Education

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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