ALLEGIANCE FINANCIAL

Allegiance Financial is a full-service, family-owned company specializing in retirement and estate planning as well as planning for other personal objectives such as wealth preservation & risk management, investment portfolios and funding college... Allegiance Financial began in 2018 when Betsy Rogers & Laurie Rosenthal founded a family-based, client-focused financial planning practice based on their combined 40+ years of experience in the business. Betsy & Laurie are independent registered representatives and work with a wide range of financial companies. Our purpose is to develop relationships with people and improve their lives by helping to eliminating financial confusion... We spend time to get to know you, your past experiences, your current life situation, and your future life goals then discuss options based on this information. In our meetings we provide education and answer questions, explore options and ensure understanding of the available strategies. We value each client..

Primary location: Vacaville United States