Diversification for your financial success.
Proudly independent to give Colter-Dennis maximum flexibility in curating the appropriate products for our clientele, Allix nonetheless has access to an impressive roster of financial services organizations such as Integrity Marketing Group.
This independent stature gives us the freedom to be solely focused on successful outcomes for our clients. We have access to multiple products from our select providers on an as-needed basis to pursue a path to prosperity for our most important asset — our clients.
Lion Street is a national network of elite firms and financial professionals serving high-net-worth, high-income and business-owner clients with sophisticated life insurance, wealth management and financial planning solutions.
Colter-Dennis is a proud owner of Lion Street and is among the very few firms nationwide to meet its professional criteria.