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Andrew Allard

Licenses

Life insurance
Series 6
Series 63
Series 65
Series 26

California Life Insurance License
#0F25051

Contact details

Phone: 951.278.8300
Email: aallard@parsonex.com
Branch Office: Orange, CA
Directions

Dual Registered Financial Professional

With over 20 years in the tax business I bring my love of fixing problems in tax situations to fixing problems in all areas of finance.

I take a coaching attitude to a client’s financial planning. We would sit together and find out about each other before giving any recommendations, at Parsonex we don’t sell products. The coaching includes a complete road map to your financial future. It’s not about selling something to you, it’s about guiding you and your family to reach your goals and dreams.

As an independent agent I am not tied to anyone company because I don’t believe one company has the right solution for every client.

So if you don’t have a financial professional or you are at least open to a second opinion then you and I should sit and have a conversation over a cup of coffee. Either I tell you what you have is awesome or I present you with a better plan for your life. Either way, the coffee is on me.


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Copyright © 2007 - 2023 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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