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Allen & Company

Allen & Company Summary

Company Summary

Overview
Allen & Company of Florida is a financial advisor and wealth management company. Its solutions include investment planning and portfolio management, retirement planning, tax planning, estate planning, education and college planning, life insurance, charitable giving and gifting, business succession planning, stock options, and private wealth management.
Type
Subsidiary
Status
Active
Founded
1932
HQ
Lakeland, FL, US | view all locations
Website
https://alleninvestments.com/
Cybersecurity rating
Sectors

Key People

  • Laura Hawley

    Laura Hawley, Sr. Vice President, Financial Advisor

  • Keith Albritton

    Keith Albritton, Vice President, Financial Advisor

  • Eric Greenhow

    Eric Greenhow, Sr. Vice President, Financial Advisor

  • Isaac Hartmann

    Isaac Hartmann, Managing Director, Financial Advisor

LocationsView all

3 locations detected

  • Lakeland, FL HQ

    United States

    1401 Florida Ave S

  • Melbourne, FL

    United States

    7380 Murrell Rd #100

  • Winter Haven, FL

    United States

    250 Ave K SW #106

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