George Allen CLU, ChFC, CFP in

George Allen CLU, ChFC, CFP

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Wealth Management Advisor at Northwestern Mutual
📍 Oswego County, New York, United States

George Allen is a Wealth Management Advisor at Northwestern Mutual with over 35 years of experience. He specializes in creating comprehensive financial plans and retirement solutions for high-net-worth clients, business owners, and professionals. He holds a BS from the State University of New York at Oswego.

An Eagle Scout himself, George is passionate about supporting local scouting programs and participates in events like sporting clays shoots to benefit the Longhouse Council. He is a past board member for the United Way of Greater Oswego County and the Oswego Hospital, showing deep community involvement.

Unique fact: George has spent his entire 35-year career with Northwestern Mutual, having started with the company through a college internship program.

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Experience
36 Years
Current Role
Wealth Management Advisor
Location
Oswego County, New York, United States
Personality Overview

How George shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics George cares about

Wealth Management
His entire career is focused on providing high-quality investment and wealth management services to high-net-worth clients to ensure their long-term financial security.
Retirement Solutions
He specializes in helping business owners and professionals plan for their retirement, a key focus of his practice at Northwestern Mutual.
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Career

Work history

6-1989
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

George R Allen, Wealth Management Advisor - Oswego, NY 13126. Featured in Northwestern Mutual
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Education
1987 - 1989
BS
State University of New York at Oswego
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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