Waterville (Financial Division)
Serving Waterville, Maine and the Surrounding Area
Allen Financial provides comprehensive, independent investment management and financial planning services. We tailor our services to our clients’ unique needs. Advising on more than $600 million in client assets as of 2020, our services are enhanced through our partnership with Commonwealth Financial Network, the largest privately-held independent Registered Investment Adviser/broker-dealer in the United States.
COVID-19 Notice: Beginning April 1, 2021, we will be accepting in-person visits at our offices, by appointment only. Whether you have questions, or you need to review accounts and coverage or discuss potential changes – or make an appointment with us – we would love to hear from you!