Allen Cordy, Financial Advisor

FINANCIAL ADVISOR
Allen Cordy

CFP®, ChFC®, RICP®, AAMS™
9444 Deschutes Rd, Palo Cedro, CA 96073opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Insurance & Annuities
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • RICP®

    Retirement Income Certified Professional®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Fishing

Team Members

  • Lauren Cochran
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(530) 547-4242

Fax

(877) 850-9553

Office Address

9444 Deschutes Rd
Palo Cedro, CA 96073opens in a new window

Mailing address

P O Box 887
Palo Cedro, CA 96073

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