Allegiant Wealth Management
(11 Reviews)
Allegiant Wealth Management is a DBA of PKS Advisory Services, LLC, an SEC registered investment adviser. Headquartered at 80 State Street, Albany, NY 12207. Securities offered through Purshe Kaplan Sterling Investments, member
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Highlights
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In Business Since 2019
Services Offered
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Financial Planning
- Investment Management
- Risk Management
- Employer Sponsored Plans
- Tax Planning & Strategies
- Planning For Business Owners
- Medicare Solutions
- Estate Planning
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Sentiment Analysis
Very professional and sound advice,feel very confident with Lou and Allegiant.
Lou is extremely knowledgeable about all finance related matters, he is always pleasant, he explains everything in understandable detail and is really very good at what he does.
From financial planning to simply managing my 401K he is always available.
He has guided us through tough times with much success, Thankyou!
As a person who is not well versed in the stock market and how things work, it's nice working with someone who takes the time to explain everything in terms that mean something to me.
People want very simple things from their financial advisors, trust, communication and understanding of their needs.
He was very knowledgeable and took the time to explain all of the options available to me.
More importantly, he listenes and asks questions to make sure he puts a plan together that meets your goals.
He is extremely knowledgeable and pus attention to details.
Lou’s approach to relationship building with his clients is impeccable, working with him proves there are still good honest people in this world who care about their clients.
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