Allen & Company

Allen & Company is a full-service financial services firm founded on helping our clients plan for success by providing services based on quality, integrity, trust, and longevity. We embrace the latest technology to keep our clients informed and on track regarding their portfolio management. The degree of personal attention we provide our clients is a hallmark of the company. Over the years, we have discovered that client relationships at Allen & Company tend to last, often far exceeding the typical tenure at an investment company.

At Allen & Company, it is our vision to be the primary Financial Advisor to individuals and businesses within the communities we serve.

It is our mission to be the premier provider of superior financial management services to our clients, guiding them to grow and protect their wealth and plan for its prudent transfer. We always place our clients’ interests first. We strive to be the best place to work, and we enhance the quality of life in our communities.

Type
Investor
HQ
Lakeland, US
Founded
1932
Allen & Company was founded in 1932 and is headquartered in Lakeland, US

Key People/Management at Allen & Company

Keith Albritton

Keith Albritton

CEO & President
Michael Walker

Michael Walker

Vice President
Carol Zitzelberger

Carol Zitzelberger

Vice President & CCO
Ralph Allen

Ralph Allen

Chairman & Financial Advisor
Laura Hawley

Laura Hawley

Senior Vice President

Allen & Company Office Locations

Allen & Company has an office in Lakeland
Lakeland, US (HQ)
1401 Florida Ave S

Allen & Company Investment Portfolio

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Allen & Company Company Life and Culture