Allegiance Financial Group Email Format
Financial ServicesCalifornia, United States11-50 Employees
Allegiance Financial Group operates in the financial services sector, serving high net worth individuals, corporations, and non-profit organizations. The firm provides investment management, company-sponsored retirement plans, and planning across estates, education, and retirement, along with life and health insurance. Securities and advisory services are provided through LPL Financial. Headquartered in Woodland Hills, California, the firm operates as a small to mid-sized practice focused on customized financial planning and asset management for its client base. In July 2024, Allegiance Financial Group announced a partnership with Integrity Online Inc. to expand technology and resources aimed at better serving clients.