Our Company

Allegiance Financial Group is a financial services firm serving a diversified client-base including corporations, business owners/executives and individuals who recognize the importance of comprehensive financial strategies. We provide assistance in the areas of Investment Management, Company Sponsored and Individual Retirement Plans, Pension Planning, Life, Health, and Disability Insurance. Allegiance Financial Group works closely with your tax professionals, business managers, and other trusted advisors to create an efficient "financial team".

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, you will also discover our staff truly cares about you. As your financial professionals, we will keep you disciplined and focused on your goals.

Our Principle

Our company is based on a simple principle. You come first. Our success is achieved over time by the goals you reach and the prosperity you achieve. We believe knowledge is imperative to prudent decision making. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 818-888-9890.