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Allen Financial Services Inc Employee Directory

InsuranceNew York, United States11-50 Employees

Allen Financial Services Inc operates within the insurance sector, offering services to clients in the United States. Based in New York City, the firm positions itself as part of the broader financial services landscape, providing coverage and related solutions through its presence in the insurance market. The company appears to serve professional or business-focused clients, with a workforce described in general terms that suggests a small to mid-size organization. A separate address indicates a location in Salem, Oregon, implying either a historical or additional office presence, though the primary listing is in New York. A recent development noted in industry news references UBS-related activity and partnerships, illustrating how the broader parent or affiliated entities in the financial services ecosystem are advancing collaboration and product expansion, including initiatives in digital payment and asset management spaces.

Find Allen Financial Services Inc employees' phone numbers or email addresses

Allen Financial Services Inc Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Allen Financial Services Inc's Leadership

  • Wealth Advisor at Allen Financial Services Inc
    W. A.
    Wealth Advisor
  • Financial Advisor For Federal Loans And Grants at Allen Financial Services Inc
    J. A.
    Financial Advisor For Federal Loans And Grants
  • Retirement Plan Specialist at Allen Financial Services Inc
    D. A.
    Retirement Plan Specialist

Contact profiles from Allen Financial Services Inc

Name
Title
Contact
Location
Last Update
  • Wealth Advisor at Allen Financial Services Inc
    W. A.
    Wealth Advisor
    United States, Georgia
    May 28, 2026
  • Financial Advisor For Federal Loans And Grants at Allen Financial Services Inc
    J. A.
    Financial Advisor For Federal Loans And Grants
    United States, District of Columbia
    May 29, 2026
  • Retirement Plan Specialist at Allen Financial Services Inc
    D. A.
    Retirement Plan Specialist
    United States, Arkansas
    Apr 25, 2025

Frequently Asked Questions

What is Allen Financial Services Inc known for?

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Allen Financial Services Inc operates in the Insurance industry. Explore Allen Financial Services Inc's company overview page for more information.

What is Allen Financial Services Inc's most common email format?

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Allen Financial Services Inc employees' email format typically follows the pattern of First.Last@ubs.com. Trying to find reliable and up-to-date employee contact data? Find more Allen Financial Services Inc email formats with LeadIQ.

How many employees does Allen Financial Services Inc have currently?

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Allen Financial Services Inc has approximately 11 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Allen Financial Services Inc's key employees and leadership?

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As of September 2026, Allen Financial Services Inc's key employees include:

  • Wealth Advisor: W. A.
  • Financial Advisor For Federal Loans And Grants: J. A.
  • Retirement Plan Specialist: D. A.

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