Jeffrey S. Allen,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey S. Allen, CFP®

Synergy Capital Solutions

7 Starr Farm Beach
Burlington, VT 05408
(888) 363-4546
(239) 595-1065

General

Jeffrey Allen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Synergy Capital Solutions in Burlington, VT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MD, CPE

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Medical & Health Issues

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