Allen Financial
George R Allen
Wealth Management Advisor|CFP®, CLU®, ChFC®
Professional
George Allen has been part of the financial services industry with Northwestern Mutual since 1989. George operates a fee-based planning practice, focused on assisting corporate executives, small business owners, and individuals approaching retirement with their unique financial needs.
Education
George is a graduate of the State University of NY (Oswego) with a Bachelor of Science degree in Business.
Professional Development
George Allen has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) professional designations along with the Certified Financial Planner™ (CFP®) certification from the American College.
Awards and Recognition
George is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT). He has earned the following awards from each organization:
- NAIFA Quality Award: 2012-2014
- National Quality Award: 1991-1992, 1994-2010
- Million Dollar Round Table Qualifying/Life Member: 2005-2009, 2011-2014
- Million Dollar Round Table Life Member: 2010
- Million Dollar Round Table Qualifying Member: 1995, 1998-2004
Personal
George is a resident of Oswego and is married to Kathleen. George and Kathleen have four children, Hannah, Abby, Samuel, & Nathan. They now have a son in law Dave. They are excited for the growth of their family.
He enjoys downhill skiing, boating, fishing and hunting. George is a member of the Longhouse Council of Boy Scouts of American. He has been involved with Boy Scouts for many years.
George is also the President of the CNY Quality Deer Management Associate. CNY QDMA focuses on the conservation of wildlife. Being a land owner near the Sterling Nature Center has helped him see the importance of wildlife management.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
