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Allen Sykes
Senior Vice President
Wealth & Trust Advisor
Phone Number
Email Address
My Office
Branch Address
1700 North Valley Mills Drive
Waco, TX 76710
United States
My Information
As a CPA, I look forward to applying my knowledge and 30 years of experience to assist customers to resolve complex family and business financial planning issues. I enjoy building long-term relationships with the goal of meeting the high expectations of my customers.
My Expertise
- 401(k) Plans
- Advisory Services
- Business Succession Planning
- Estate and Tax Planning
- Foundation Asset Management
- Guardianship Services
- Investment Management
- Legacy and Wealth Transfer Management
- Non-Profits
- Oil, Gas and Mineral Management
- Real Estate Management
- Special Needs/Court Trusts
- Asset Management
- Estate Planning & Administration
- IRAs
- Retirement Planning
- Trust Planning & Administration
