wiseradvisor

Susan Allan
Stifel Nicolaus

Tel: (610) 567-1966
20 Ash Street #400
Conshohocken, PA 19428

Fiduciary Financial Advice for your Money

Stifel Nicolaus | Financial Advisor in Conshohocken ,PA

About Stifel Nicolaus

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.


General Information

Firm Start Year:   1997
No.of Employees:   20-49
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


Services

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


Firm Information

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


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   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



Faqs

  • Do you have a customer satisfaction or refund policy? We cannot guarantee any investment performance unfortunately.
  • What are your qualifications? What is your education background? I am fully trained and licensed in all areas of Financial Planning needs. I am a Chartered Retirement Planning Specialist, a Financial Planning Specialist and I am licensed and trained in Insurance, Taxes, and can help you or find the correct specialist that can help you with all your financial questions.
  • What is your approach to financial planning? I will customize your investments to fit your profile or I can put together what is best suited for your future financial needs.
  • What services do you offer? Help with investing money, planning for retirement or savings for college. Insurance and Tax issues. I have access to professional money managers if you have a lot of money and need someone to manage an inheritance or your 401K rollover.
  • How many clients do you currently manage? 200- 225
see more
Susan Allan

Susan Allan

AAMS®, AWMA, CRPS®, PFS

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.

see more

My 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.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Abington Ambler
Ardmore Aston
Audubon Bala Cynwyd
Barrington Bellmawr
Bensalem Berwyn
Beverly Birchrunville
Blackwood Blue Bell
Bridgeport Bristol
Brookhaven Broomall
Bryn Athyn Bryn Mawr
Burlington Chadds Ford
Chalfont Cheltenham
Cherry Hill Chester Springs
Cheyney Clarksboro
Clifton Heights Collegeville
Collingswood Colmar
Croydon Crum Lynne
Devon Downingtown
Doylestown Drexel Hill
Dublin Elkins Park
Essington Exton
Fairless Hills Feasterville Trevose
Flourtown Folcroft
Folsom Fort Washington
Fountainville Frederick
Furlong Glen Mills
Glendora Glenmoore
Glenolden Glenside
Gloucester City Green Lane
Grenloch Gwynedd
Gwynedd Valley Haddon Heights
Haddonfield Hainesport
Harleysville Hatboro
Hatfield Haverford
Hilltown Holmes
Horsham Huntingdon Valley
Immaculata Jamison
Jenkintown King Of Prussia
Langhorne Lansdale
Lansdowne Lawnside
Levittown Line Lexington
Magnolia Malvern
Maple Shade Marcus Hook
Media Merchantville
Merion Station Mickleton
Mont Clare Montgomeryville
Moorestown Morton
Mount Ephraim Mount Laurel
Mount Royal Narberth
National Park New Berlinville
New Hope Newtown
Newtown Square Norristown
North Wales Norwood
Oaklyn Oreland
Palmyra Paoli
Parker Ford Paulsboro
Pedricktown Pennsauken
Pennsburg Perkasie
Perkiomenville Philadelphia
Phoenixville Pitman
Pottstown Prospect Park
Rancocas Red Hill
Richboro Ridley Park
Riverside Riverton
Rockland Royersford
Runnemede Sassamansville
Schwenksville Sellersville
Sewell Sharon Hill
Silverdale Skippack
Somerdale Souderton
Southampton Spring City
Spring Mount Springfield
Stratford Swarthmore
Swedesboro Telford
Thorndale Thornton
Thorofare Trumbauersville
Upper Darby Villanova
Voorhees Wallingford
Warminster Warrington
Wayne Wenonah
West Chester Westville
Willingboro Willow Grove
Woodbury Woodbury Heights
Woodlyn Wycombe
Wyncote Wynnewood
Zieglerville

Compensation Arrangements

Check Bank Transfer