Allen Tedder

Background

About Allen Tedder

As a Registered Representative with NYLIFE Securities LLC, I specialize in helping individuals take control of their financial future through holistic planning. My focus is on guiding clients through 401(k) rollovers, retirement planning, and ensuring their hard-earned assets are working for them. With FINRA licensing and a deep understanding of investment strategies, I provide tailored solutions that align with each client’s long-term financial goals. Beyond financial services, I have a strong background in nonprofit leadership, entrepreneurship, and business development. My experience in building and leading organizations has given me a unique perspective on financial strategy for both individuals and businesses. Whether you're navigating a recent job change, planning for retirement, or simply looking to optimize your financial strategy, I’m here to help. Let's discuss how you can take control of your future. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. 495 North Keller Road, Suite 150, Maitland, FL 32751 | | FL Lic.#W926107