CPAs & FINANCIAL PLANNERS

Welcome to our Web site!

Allegra & Company is a financial services firm with expertise in all areas of financial planning, investment management and tax preparation, founded in 1992 by David J. Allegra, CPA, CFP®. Allegra & Company is committed to maintaining the highest ethical standards, integrity and professionalism with our clients. We will make every effort to understand your financial situation and provide you with the knowledge, insight and recommendations to help you achieve your financial goals.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

All Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.