Allen Capital Group, one of Nebraska’s leading independent registered investment advisory firms (RIA), recently announced that it has entered into a firm agreement with Falco Financial Services, Inc. Falco Financial Services is an established RIA firm based out of Scottsbluff, NE with offices in Grand Island and Chadron, NE. Founded by Fred Lockwood in 1999, the firm became part of Allen Capital Group upon completion of the merger in early November.
In joining Allen Capital Group, The Falco team continues its commitment to independent fiduciary management and the kind of unbiased investment recommendations that help create successful financial planning firms. Falco’s extensive experience delivering financial and tax planning services will provide a boost to Allen Capital Group’s presence in western Nebraska. Falco Financial brings with them to Allen Capital Group four investment advisors, all professionally designated. Falco Financials current offices will remain in place, as Allen Capital Group continues to grow in Western Nebraska.
After the merger, Allen Capital Group will have 18 employees with 14 professional designations and over 250 million dollars in assets under management.
Allen Capital Group is a Wealth Management Firm offering clients unbiased portfolio management, estate planning, tax planning and preparation, and risk management services.
For more information about Allen Capital Group please call (308) 385-1500 or visit www.allencapgroup.com.