Allen Taylor
President @Wealth Strategies, Llc
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WORK HISTORY
President @Wealth Strategies, Llc
2100 Riverchase Center. Birmingham, AL
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EDUCATION
University of North Alabama
Business
Auburn University
Business/ FInance
Birmingham Southern College
BA, Business Administration, Finance
University of North Alabama
Business Administration and Management, General
SKILLS
ABOUT ALLEN TAYLOR
Comprehensive financial planning and asset management specializing primarily in retirement planning and asset strategies. I am extremely blessed to be able to work with a tremendously dedicated group of individuals that take an extreme personal interest in the assets, service and well being of the clients we serve. My partner in the firm as well as the other advisor\'s in our firm are all as dedicated as I to building our practice and serving our clients needs. Specialties: Specialize in asset management, retirement planning and portfolio construction. We do extensive reasearch and analysis to work through multiple strategies in order to find the right mix and fit of assets for each clients needs. I have over 25 years experience in asset management and financial planning with an extensive banking background prior to entering into the financial services industry. Securities offered through Lion Street Financial, LLC (51••••••00), member FINRA, SIPC. Investment advisory products and services offered through Csenge Advisory Group, an investment advisor registered with the SEC. Lion Street Financial, LLC does not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state
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