Allworth Financial, L.P.
Allworth Financial is a registered investment adviser based in Folsom, California, founded in 1996. Allworth Financial is owned by the Ontario Teachers' Pension Plan and Lightyear Capital. Allworth Financial provides retirement & financial planning, investment management, estate planning, 401(k) plans, employer retirement plans, tax services, and other financial advisory services. Allworth Financial maintains regional offices throughout the U.S.
Allworth Financial, L.P. - Reviews
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I appreciate their client-first approach and focus on comprehensive financial planning, which seems to involve creating a well-defined roadmap for achieving long-term goals. They were recently acquired by Allworth Financial, which suggests a commitment to upgrading services like tax and estate planning. Improvements could focus on client communication, fee transparency, and investment performance consistency, as some companies with similar names in Houston have faced past regulatory issues or negative employee feedback on culture and pay structures.