Kurt Elmhorst - Allen & Co
Allen & Company, based in Lakeland, FL, has been dedicated to building relationships and providing comprehensive financial planning solutions for over 85 years. Their extensive services include investment planning, retirement strategies, tax and estate planning, as well as personalized wealth management tailored to meet individual client needs.
The firm boasts a team of skilled financial advisors, including CFP and CFA professionals, who specialize in various aspects of financial wellness, from education planning to business succession strategies. Allen & Company is committed to fostering community values and delivering enduring financial guidance to both individuals and businesses alike.
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