To be known by my clients, friends and associates as a knowledgeable, helpful financial advisor who advises affluent individuals and business owners interested in building, preserving and protecting their wealth through a wise financial plan. I handle my business with the highest regard for my clients interests and always keep their needs first above all else.
|Firm Start Year:||1997|
|Name of Broker/Dealer:||Stifel Nicolaus|
|States Licensed in:||PA, NJ, FL, NY, NC, DE, OH, NV, MN, NH,CT, AK, CA, KY, MA, MI, RI, MD, NV|
|Number of Years with Current Firm:||10|
|I work with the following types of clients:||Businesses , Non-Profit Organizations , Individual Investors|
|Investment Types:||Stocks , Annuities , Exchange Traded Funds (ETFs) , Insurance , Mutual Funds , Bonds , Alternative Investments , Mortgages & Real Estate , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office , Via email , At my office , At your home , Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Life , Variable Life , Long Term Care , Variable Annuity , Health , Annuity|
|Non-Financial Organization Memberships:||Kiwanis|
|Advisor's Number of Clients:||250|
|Advisor's Number of Managed Clients:||175|
|Advisor's Number of Planning Clients:||150|
|Assets Managed by Advisor:||$50,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets , Commissions|
|Fee % Based on Assets:||1.5|
|Minimum Fee Charged for Managed Accounts:||$1,000|
|Minimum Fee Charged for Hourly Planning Accounts:||NA|
|Minimum Fee Charged for Flat Fee Accounts:||NA|
Susan is Primarily a Fee-based Financial Planner working under the Stifel Financial Services platform. She is located in Conshohocken, PA and has been in practice for over 18 years.
Susan personally advises clients on their investments and financial planning process to help them reach their financial comfort level to feel secure in retirement.
Her areas of expertise include investment portfolio design and management, risk management, retirement planning, and comprehensive financial planning.
Susan has been providing clients with comprehensive wealth management solutions for many years and has been through several recessions as well as surges in the stock market.
She possesses the professional designations of Chartered Retirement plan specialist, Accredited Wealth Management Advisor, and Accredited Asset Allocation Specialist. She is licensed in Investments, Life and Long Term Care Insurance and is an expert on Stock, Bond, Mutual Fund and Exchange Traded Fund Investing. She is also highly knowledgeable in Tax Planning and Estate Planning.
She is currently accepting new clients so do not hesitate to contact her at 610-567-1966 to discuss your personal situation and goals. All consultations are free and under no obligation to move your assets under her management services.
Financial Advice & Consulting
Susan Allan is a Financial Advisor who is a Fiduciary and holds a relationship of trust with her clients. She avoids any conflict of interest by primarily using a fee based investment advisory platform.
Financial Planning for Individuals
Our Financial Planning programs are extensive and incorporate all aspects of your Money and Investments. We provide as part of our advisory program ongoing reviews of the Financial Plans established based on your personal situation regarding income needs, time until retirement and personal desires on rate on growth and risk level of comfort.
Financial Planning for Businesses
Small Business Owners are hard working people who do not normally have time to manage their personal asset as a professional would. I work with many very busy business owners who trust in our work here at Stifel to help them reach their Retirement Planning goals and to grow their wealth in the manner they feel the most comfortable.
|Bryn Athyn||Bryn Mawr|
|Cherry Hill||Chester Springs|
|Fairless Hills||Feasterville Trevose|
|Gloucester City||Green Lane|
|Gwynedd Valley||Haddon Heights|
|Jenkintown||King Of Prussia|
|Maple Shade||Marcus Hook|
|Mount Ephraim||Mount Laurel|
|National Park||New Berlinville|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|