Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Estate Planning and Management

Allen Financial Agency, Inc.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Estate Planning and Management.

Reviews

Customer Review Ratings

1/5 stars

Average of 5 Customer Reviews

Want to share your experience?

Leave a Review

Review Details

  • Review fromMichael B

    Date: 01/07/2025

    1 star
    DO NOT do business with **** Allen. He is a con-man who has disguised himself as a "financial advisor" and a "CPA". Many people in ******* Texas believe he is a trusted leader in this community, a successful business man, and a Christian. In truth he is being investigated by the *** as well as the *** for stealing millions of dollars from retired people in a multi-million-dollar Ponzi scheme. He has stolen mine and my wife's retirement savings as well as that of hundreds of other trusting retired people. We are heartsick. He was a trusted friend of our family for more than 20 years. **** Allen is not who everyone thinks he is. This is a developing story. ******: "********* *****/lawsuits/San ******** and "****** *. Allen/**** ***/Lawsuits/Lubbock". Watch local news media and national news. The truth is beginning to come out.
  • Review fromPamela H

    Date: 12/15/2024

    1 star
    The Allens, who own this business, are targets in a very large federal criminal fraud investigation. Stealing millions of dollars and multiple counts of Financial Abuse of the Elderly. I would be extremely cautious doing any business with them.They personally stole hundreds of thousands of dollars from me and my son. It hurt my son so deeply he had to be hospitalized and stay in a safe room.He was their close friend.Shame on them.Follow the story linked below very closely. It is a developing story and will expose the truth.They are Ms.Willys cohorts and partners in crime.Appointments are already made for us to give interviews to news media outlets at a state and local level. We are working on arrangements with national news affiliates. Stay tuned.****************************************************************************************************************************
  • Review fromMimi H

    Date: 08/11/2024

    1 star
    The only reason I am writing a review versus filing a complaint on this site is because I answered YES to many of the pre-complaint questions. I have retained legal council and I have/am seeking criminal prosecution. ****** Allen, under the disguise as my financial advisor and friend for 25+yrs, deceitfully absconded with all of my savings/inheritance/retirement funds. Almost 70 yrs old, **** looked me straight in the eye, and took everything I had one year after he did the eulogy at my Moms funeral. He did the same to my son who was his frat brother (a Christian *********** at ***. I recently become ill and now I have to sell my home to cover my expenses and obligations. He broke my spirit, my heart, and my pocket book. It is in your best interest to stay away from **** and Allen Financial Agency and all of his other businesses at all cost. He is not who you think he is and he will hurt you just so he can pad his pockets and his luxe lifestyle.
  • Review fromHolly B

    Date: 07/23/2024

    1 star
    DO NOT give ANY money to Joshua A****. DO NOT even trust him to do your taxes. He is NOT who everyone thinks he is. He is a fraud and a thief. He and his partner in crime, Mike C**, have lost and/or stolen approximately $86 million from trusting retired people. He is charming but he is a SNAKE. Many lawsuits have been filed and there are more coming.
  • Review fromNicole A

    Date: 01/30/2024

    1 star
    **** Allen is a fake, he has stolen money from myself and many more investors. He acts like he is a Hub city Mogul with stolen money. He has cost people hundreds of thousands of dollars, well into the millions thru forged promissory notes.

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.