Excellent people very responsive to client's needs. They have handled our investments very professionally and successfully, The annual portfolio reviews are valuable to adjust investment strategy.
December 2020
Great employees that go above and beyond to help you feel comfortable with your investments.
From Orion Financial LLC
Having over 30 years of experience in financial services, Allen D. Poe, AIF®, CLU® & John M. Stolar, AIF® founded Orion Financial, LLC upon the principles that place the utmost value on their clients’ financial goals and objectives.
We are in the business of building long-term, solid relationships that are based upon trust and quality client service. We specialize 401(k) rollovers, retirement planning, investments, lifetime income, and risk management. Schedule a call for a free consultation or second opinion.
Allen Poe and John Stolar are Registered Representatives/Investment Advisor Representatives of Centaurus Financial, Inc., Member FINRA and SIPC.
