Allen & Company

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1401 S Florida Ave
Lakeland, FL 33803
Founded in 1932, Allen & Company of Florida is one of the oldest investment firms headquartered in Lakeland, Fla. The firm is a wholly owed subsidiary of Allen & Company Financial Corporation. It offers a wide range of services, including financial planning, investment management, insurance, tax - deferred annuities, retirement services, traditional investment services and mortgages. Its financial planning division provides retirement and estate planning, education planning, survivor and accumulation needs, and portfolio evaluation solutions. Allen & Company employs more than 45 associates, including over 25 financial advisors and five certified financial planners. The associates are hold various securities licenses and are registered with the National Association of Securities Dealers. It is a member of Securities Investor Protection Corporation, Security Industry Association and Florida Securities Dealers Association.

Reviews

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5.02 reviews
Photo of Thresa F.
Thresa F.
8/6/2016

Allen & Co. puts their clients' best interest first. Highly recommend them for your go-to for financial advice.

Photo of Deke M.
Deke M.
3/27/2015

Allen & Co is a long-standing highly reputed investment and financial planning firm with several locations in Polk County. I have found them helpful and on point with their financial advice....

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