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Integrity

Business, like life in general, is all based upon quality relationships. In the fields of financial planning and investments, those relationships are based on trust.  Like he does in his personal relationships, Bruce ensures that honesty and integrity are the guiding principles at Bruce G. Allen Investments, LLC.  Together, honesty and integrity direct the culture …

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Transparency

Bruce prides himself on providing insight that educates clients and doesn’t overwhelm them. He makes sophisticated concepts understandable and meaningful to his client. Each quarter, Bruce’s clients get a one-page synopsis of their portfolio’s performance. That’s right, just one page. That is unheard of when it comes to most financial statements, but it is very …

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