Allen Heffler

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Allen N. Heffler, CLU, ChFC
2300 Computer Avenue Suite H-40
Willow Grove, PA 19090
Phone: 215-658-1555
Fax: 215-658-1070
Email: allen.heffler@axa-advisors.com

Welcome to my website! I hope you find this to be a valuable resource.

Allen Heffler has been a financial advisor with the firm of Karr Barth Associates in Bala Cynwyd, PA since 1985. He attended The George Washington University, where he earned his Bachelors Degree in Finance in 1985. Allen immediately joined Karr Barth, where he currently holds the position of Executive Vice-President. Allen has also earned the advanced degrees of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College.

Allen's background and knowledge in the insurance and investment arena play a key role in his ability to help clients achieve their financial goals and objectives. The success of his relationships with individuals, small businesses, and human resources departments are built upon trust. By earning and maintaining the trust of his clients, Allen is able to build long-term partnerships that result in highly effective insurance, investments and business decisions that meet or exceed his client's goals. Allen looks forward to working hard for you and earning your trust by carefully developing and nurturing a relationship that over time can assist you to meet your financial goals and objectives.

In order to stay on top of his field and to continue to develop his professional skills, Allen regularly attends industry training, certifications, and continuing education programs. Maintaining a strong sense of community and a solid professional foundation are very important to Allen. His community activities and professional affiliations include:

Member of the Million Dollar Round Table
Member of the National Life Underwriter Association
Member of the Pennsylvania Association of Health Underwriters
Preferred Partner of Philadelphia Council AFL-CIO
Member of Willow Grove Chamber of Commerce
Very active in National Multiple Sclerosis Society and Juvenile Diabetes Foundation

Allen and his wife Ruth reside in Upper Dublin with their three children.