
Allie G. Kilroyemail
3540 E Longwing Lane Suite 210
Meridian, ID 83646
Professional Story
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I am certified in Long-Term Care (CLTC). The CLTC program is owned by the CLTV Board of Standards, Inc. and it provides insurance and financial service professionals with the critical tools necessary to address long term care planning with their clients. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I am committed to building long-term relationships with my clients, and helping them reach their goals is my number one priority.
Education
Bishop Kelly High School
Oregon State UniversityHobbies
Swimming, weightlifting, coaching
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Community Involvement
Capital High School Head Swim Coach
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Military
- College Funding Strategies
- Estate Planning
- Financial Education
- AofFP
- Risk Management Strategies
- Retirement Strategies
- Special Care
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