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What Advisors Say About Allegis

“No matter what club in the golf bag you need to pull, Allegis has that particular product or strategy. And, every time we talk with them they’re not pushing one product or another, they literally are objective. So for us, it becomes a one-stop shop – they really do have all the different components you need to treat every facet of a client’s life. And the great thing is, they’re just great people and they want to help. It really is a family at Allegis and that’s what we enjoy. ”

— Mark M

“Allegis works very hard to make sure that we have everything we need – even offering what we don’t know we need! We work with different companies all over the country, and not one of them comes close to the service and attention we receive from Allegis. Every person I’ve worked with at Allegis are EXCEPTIONAL – professional, helpful, sincere and friendly. Please don’t change a thing!”

— TERESA

“There are a lot of FMOs with similar value propositions, but what separates them is their integrity. Chris promises one thing and will not vary on that promise.”

— PAUL C

“Allegis works as our back office with Annuities, Life and Long Term Care, things I don’t have time to research myself. I rely on them to let me know what products are available, how I can present those to my clients, what’s changing in the markets, facilitate the paperwork, getting it processed, following up and getting it in force.”

— MICHAEL L

“What sets them apart is their ability to get fully intertwined in our business, help us become better advisors, and better help us serve our clients.”

— TRENT J

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