Capital Group
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Allen Capital Group is an SEC Registered Investment Advisor group based in Grand Island, NE, with additional offices in Omaha and Scottsbluff. Committed to putting their clients' interests first, they offer a range of financial services, including financial planning, tax and accounting, investment solutions, trust and estate planning. With a team that includes professionals with designations such as CFP, CPA, and CFA, Allen Capital Group is well-equipped to guide clients through various aspects of their financial journey.
Driven by their core values and a fiduciary duty to their clients, Allen Capital Group focuses on providing tailored solutions rather than selling products. They aim to have a meaningful impact on people's lives by helping them achieve their financial goals and protect their legacies. With a client-centric approach and expertise in investment, retirement, tax, and estate planning, Allen Capital Group is dedicated to delivering personalized financial solutions.
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