portrait of Jared Allen
FINANCIAL ADVISOR

Jared Allen

CFP®, ChFC®, CPWA®, AAMS™
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • New Investors
  • Retirement Income Strategies

Certifications

  • CFP®

    Certified Financial Planner™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Soccer
  • Traveling
  • Volunteering
  • Photography

Team Members

  • Ashley Detar
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(410) 939-1621

Fax

(855) 436-5432

Office Address

1039a Pulaski Hwy
Havre De Grace, MD 21078opens in a new window

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