Overview — Allegra Financial

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About Us

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About Us

Social

Payment via Credit Card

Services
Overview
Investment + Wealth Management
Financial Planning Process
Tax Preparation + Planning

investment + wealth management

financial planning process

tax preparation + planning

Design + Development by Undeniable Media

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of AL, CA, CO, DE, FL, MA, MT, NC, NH, NJ, NY, PA, VA, & SC.

Cambridge and Allegra Financial are not affiliated.

Cambridge's Form CRS (Customer Relationship Summary).

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements

Dated material presented here is available for historical and archival purposes only and does not represent the current market environment. Dated material should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.

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