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.

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HQLakeland, US
Allen & Company was founded in 1932 and is headquartered in Lakeland, US
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Key People/Management at Allen & Company

Keith Albritton

Keith Albritton

CEO & President
Michael Walker

Michael Walker

Carol Zitzelberger

Carol Zitzelberger

Vice President & CCO
Ralph Allen

Ralph Allen

Chairman & Financial Advisor
Laura Hawley

Laura Hawley

Senior Vice President
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Allen & Company Office Locations

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

2019 tax deadlines you don’t want to miss

Deadlines, deadlines, deadlines: the dreaded word. Whether it’s making sure your dry cleaning arrives before the cut off time for same day service or using a coupon before it expires, we all have deadlines… and we all probably dislike them. Perhaps most of all – tax deadlines. “Deadlines just aren’t…

Creating a system for retirement

At a previous employer, I worked for a manager that would tell me: “A system isn’t a system, unless you work it.” These are very wise words. I have had to apply this advice in so many ways across my marriage, parenting adventures, business, and friendships. When he would say “system,” my assumption …

Purpose and meaning in retirement

So, you’re in your 50’s, 60’s, or older. What do you wanna do when you grow up? (Or, how will you find purpose and meaning in retirement?) When I was in my 40’s, I was with a friend who shared my enjoyment of music. We were and still are “weekend warrior” musicians. We were visiting […] The post Pur…

Budgeting Today, Saving for Tomorrow

If we have nothing but a house payment, two car payments, three credit card payments, and four kids that require more monthly maintenance that the two cars… how on Earth do we get started with an investment plan? Most of us don’t have a large inheritance or a winning lottery ticket — so where do […]…

Re-evaluating debt and the economic cycle

Believe it or not, there is such a thing as “good” debt! Fixed rate, low-interest debt can allow you access to money that you can reinvest. Using a mortgage to buy a house is a great example. Of course, there is “bad” debt — floating-rate and high-interest loans such as credit cards are often not [……

Lesson 24: Time is Money (for your kids, too)

We’ve all used this phrase at some point in time. But it’s true for us – and for our kids!  We’re going to take our cue from this mantra to continue transitioning our financial life lesson strategies from budgeting time to budgeting money. Teaching kids about money: How budgeting time relates to bud…
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Allen & Company Frequently Asked Questions

  • When was Allen & Company founded?

    Allen & Company was founded in 1932.

  • Who are Allen & Company key executives?

    Allen & Company's key executives are Keith Albritton, Michael Walker and Carol Zitzelberger.

  • Where is Allen & Company headquarters?

    Allen & Company headquarters is located at 1401 Florida Ave S, Lakeland.

  • Where are Allen & Company offices?

    Allen & Company has an office in Lakeland.

  • How many offices does Allen & Company have?

    Allen & Company has 1 office.