Updated November 01, 2023
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Allstate Financial

Investment Advisor Firm
Total assets under management$29M
Years in business93+

About Allstate Financial

Allstate Financial is dedicated to helping families secure their financial futures with personalized plans. Their approach is both straightforward and accessible, offering the expertise of Personal Financial Representatives available locally.

Through the Allstate My Money platform, individuals can gain a comprehensive view of their financial landscape. This free online tool empowers users to manage investments, set financial objectives, monitor progress, track expenses, and stick to a budget. It also provides direct access to Personal Financial Representatives who guide users through the process.

Whether embarking on your financial journey or planning for retirement, Allstate Financial offers complimentary financial reviews. Working with a Personal Financial Representative ensures a tailored plan for each life stage. Their network of agents combines local service with access to over 20 renowned financial companies, enhancing client options.

With a legacy of over 90 years, Allstate has earned Americans' trust as a protector of families and assets. The iconic tagline, "You're in good hands," reflects their ongoing commitment to ensuring customers feel secure in an uncertain world.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Individual Retirement Accounts
  2. Annuities
  3. Investment Management

More about Allstate Financial

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
109524N/A

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Allstate Financial.

Pricing options

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Assets Under Management

Regulatory filings

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