Ashford Advisors celebrates the one-year anniversary of its merger with the Jackson agency, formerly Allen Financial Group, on November 1, 2018.
Throughout the past year, the Mississippi firm has continued to serve as a trusted hometown resource for financial education in the Jackson area and surrounding communities while also leveraging regional firm capabilities as they became a part of a network of over 150 advisors, specialists, and staff across the southeast. Ashford’s team of professionals is committed to doing the right thing for clients, understands that people matter, and holds itself to the highest of standards. This commitment to integrity and to people opened the door for the merger and will continue to be the priority in the future.
CEO of Ashford Advisors, V. Thomas Purcell, CLU®, ChFC® reflects on the past year and looks forward to the future saying, “We are a year in and I am more excited than ever about our merger with Allen Financial Group. From shared values to our commitment to our clients and our associates, the merger has benefited all parties. Our combined future has never been brighter.”
With shared sentiment, General Agent of the Mississippi Agency, David B. Allen, CLU®, ChFC® shared, “The partnership and merger between Allen Financial Group and Ashford Advisors is the best business decision I have ever made. The united firm provides our clients, staff, and advisors all of the advantages of a strong regional organization including technology, product specialists, compliance, training, wealth management, and marketing. The aspect I find most rewarding is the decision to retain local ownership. It’s allowed the firm’s local forty-year reputation of integrity, excellent planning, and personal relationships to continue now and into the future.”
About Ashford Advisors
Based in Atlanta, Georgia, Ashford Advisors is a financial services firm with the mission of growing the wealth and enhancing the financial security of our clients through the development of comprehensive financial strategies. Since 1898, our advisors have strived to make a lasting, positive impact on the lives of their clients and the communities in which they live. Ashford Advisors is a general agency of The Guardian Life Insurance Company of America, New York, NY. More information about Ashford Advisors can be found at www.ashfordadvisors.net. Find Ashford Advisors on Facebook and LinkedIn.
Financial services available to individuals and business owners through Ashford Advisors include strategies and products for financial protection and investments; asset allocation, college, retirement, business, and estate planning strategies; life insurance, annuity, and investment products, including mutual funds.