Rebecca Allen

Rebecca Allen

Director of Client Services

Rebecca has a BS in marketing and management from SUNY Genese, and holds a NYS life insurance and health insurance license and Series 6 and 63 licenses.

Rebecca is Director of Client Services and manages large key accounts. She has been working with individual and corporate clients in the financial and employee benefit industry for over 20 years.

Rebecca has extensive experience in group insurance and retirement plans for both corporate and individual clients. Rebecca oversees our account management team to ensure the highest level of service to our valued clients.

(585) 348-9520 |

Check the background of this investment professional on FINRA's BrokerCheck