1. Allegiance Financial Group

1. Allegiance Financial Group

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Forest Hills, NY

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Allegiance Financial Group

5.0 (3 reviews)
Closed • Closed

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Response time

1 day

Response rate

50%

Services - Allegiance Financial Group

Homeowner or property

Car and truck insurance

Life insurance

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Your Financial Spectacles - Smarter Tax Strategies. Stronger Protection. Lasting Wealth.

Your Financial Spectacles

(1 review)

Forest Hills

Aside from Helen acquiring her CPA life and annuity license in NY and CT, she has an MBA in…read moreinternational finance, an MS in Public Accounting and 20 years of banking experience, but above all else, she is a great listener. We discussed my personal financial goals for the near and distant future and with her insight she was able to pinpoint what I needed to do in order to put my plans into action. Helen showed me how I could offset my income taxes with my expenses, and having previously worked with a multitude of tax professionals, I found her business acumen far more valuable and easier to understand. I would highly recommend Helen and her team of financial experts to help you make the most of your money!!

From the owner: Accounting, Tax Preparation/Planning & Life Insurance…read more We protect assets, plan for college and retirement with life insurance solutions. We enable individuals, families, and business owners to reduce taxes, protect assets and lifestyles, and build lasting wealth. With a trusted network of CPAs, tax and estate attorneys, former IRS agents, investment bankers, and licensed life insurance and annuity professionals, we provide personalized financial strategies tailored for each client. We specialize in Tax Preparation, Tax Compliance & Tax Planning by offering Income Tax Mitigation; Capital Gains Tax Mitigation & Estate Tax Mitigation solutions, Estate Planning, & Bookkeeping Services. For Estate Tax Mitigation solutions, we are New York State Estate Cliff Tax Mitigation Specialists. We have a network that makes us unique to offer third-party loans to allow high net worth clients to secure substantial life insurance coverage with minimal out-of-pocket expense, enabling them to preserve their capital and maintain cash flow for other priorities. We protect assets, plan for college and retirement with life insurance solutions.

Allegiance Financial Group - homeinsurance - Updated July 2026

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