Allen Financial is a team of local professionals with a unique blend of state-of-the-art technology, extensive financial education and experience, and a hometown understanding of our clients’ lifestyles and goals.

We share more than a common interest in your financial security—we share an interest in our community and life in Maine. We work hard to make it the best it can be.

In addition to independent investment management and retirement planning services, we are a full-service provider of employee benefits and insurance planning.

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Important information about your advisor: Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services and employee benefit services offered by Allen Financial Group, Allen Insurance and Financial and L.S. Robinson Co. are separate and unrelated to Commonwealth.

Our Financial Planning Team

No matter what your level of wealth, working with us can help you pursue your goals. Together, you’ll go through a comprehensive financial planning process for managing your financial life and creating a long-term plan customized to your needs.

 

J. Michael Pierce, JD, CFP®

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Financial Planning
Wealth Management
Board of Directors
Company President and Treasurer
Chairman, Board of Directors
Financial Advisor
Location: Camden
Phone: 207-236-4311
Fax: 207-230-5892
Email: MPierce@AllenFG.com

Brian Beaulieu, ChFC®

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Financial Planning
Financial Advisor
Location: Belfast
Direct Dial: 207-230-5846
Fax: 207-230-5896
Email: BBeaulieu@AllenFG.com

Sarah Ruef-Lindquist, JD, CTFA

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Wealth Management
Financial Planning
Financial Advisor
Location: Camden
Phone: 207-236-8376
Direct Dial: 207-230-5848
Fax: 207-230-5898
Email: SRuefLindquist@AllenFG.com

Thomas C. Chester, CFP®, AIF®

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Financial Planning
Wealth Management
Financial Advisor
Location: Camden
Direct Dial: 207-230-5834
Fax: 207-230-5882
Email: TChester@AllenFG.com

Abraham Dugal

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Financial Planning
Wealth Management
Financial Advisor
Location: Camden
Direct Dial: 207-230-5833
Fax: 207-230-5887
Email: ADugal@AllenFG.com

Norm Hart, CFP™, CRPC®

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Wealth Management
Financial Planning
Financial Advisor
Location: Waterville
Phone: 207-872-8900
Fax: 207-230-5777
Email: NHart@AllenFG.com

Trisha L.H. Wadsworth

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Financial Planning
Coordinator
Location: Camden
Phone: 207-236-4311
Ext: 511

Email: TWadsworth@AllenFG.com

Gene Newton

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Financial Planning
Financial Paraplanner
Location: Belfast
Direct Dial: 207-230-5843
Fax: 207-230-5885
Email: GNewton@AllenFG.com

Christopher Beaulieu

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Financial Planning
Assistant
Location: Waterville
Phone: 207-872-8900
Fax: 207-230-5777
Email: cbeaulieu@allenfg.com

Our Services

Allen Financial is a team of local professionals with a unique blend of state-of-the-art technology, extensive financial education and experience, and a hometown understanding of our clients’ lifestyles and goals. We share more than a common interest in your financial security—we share an interest in our community and life in Maine. We work hard to make it the best it can be.

We offer a complete array of financial planning services and we look forward to working with you to create a financial plan that meets your specific goals.


Resources

Working together with us will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. In addition to independent investment management and retirement planning services, Allen Financial is a full-service provider of employee benefits and insurance planning.