Our Qualifications

Allen R. Bruce, the sole stockholder and principal of A. R. Bruce and Company has over 40 years experience in the financial services profession.  Through those years, while primarily serving the Washington, DC metropolitan area,  Allen and his firm have assisted corporate and individual clients across the country in achieving their financial goals.

Allen is a Chartered Financial Consultant® (ChFC®) and a Chartered Life Underwriter (CLU®).  These professional designations are conferred by The American College, Bryn Mawr, PA. 

Allen is supported by a dedicated, conscientious staff that is committed to providing the highest level of confidential, personal service.  Our firm also works regularly with attorneys, accountants and other professionals in assisting our clients in creating and maintaining a plan that addresses their specific needs and desires.

We are registered to offer securities in the following states: California, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia.

We are licensed to offer insurance products in the District of Columbia, California, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia and West Virginia.

We are uniquely qualified to provide concise, easily understood explanations of financial products and services. Our personalized processes and services are designed to create a roadmap to a more secure financial future.

We look forward to assisting you in not only achieving your financial goals; but more importantly, in fulfilling your life's dreams in general.