Allen H. Smith

CLU®
  • Financial Advisor
  • Financial Services Executive

About:

  • Joined the Financial Services Industry in 1979
  • Holds the Series 7 and 63 securities registration licenses
  • Licensed to sell Life, Health, Property and Casualty Insurance
  • Graduate of Franklin Pierce University with a Bachelor degree in Marketing
  • Currently a resident of Mystic, CT
  • Enjoys sailing and skiing in his spare time
  • 2009 Metlife Hall of Fame member

Strategies that meet your needs:

  • Investments
  • Retirement Planning
  • Risk Management
  • Tax Reduction Strategies
  • Estate Conservation Strategies
  • Employee and Executive Benefits
  • Employee Education and Guidance
  • Career Specific Strategies

 

I am licensed and registered to offer products and services in CT and RI. Licenses and registrations will vary.
Domiciled in CT.

Check the background of this investment professional on FINRA’s BrokerCheck