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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TypeInvestor
HQLakeland, US
Founded1932
Websitealleninvestments.com
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

Vp
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

I-4 Corridor The New Super Region

The post I-4 Corridor The New Super Region appeared first on Allen & Company.

A PSA on PSA

As a Certified Wealth Strategist (CWS®) I continuously deal with numbers. In this month’s blog, I’m going to talk about numbers that can save a life: specifically, what PSA means. If you’re a man — or you know one — please take time to read this. What is PSA (Prostate Specific Antigen)? Once each ye…

Fear and greed have no place in your portfolio

Well, Happy New Year and a big “Bah Humbug” from the stock market indices. Like a certain former President once said: “I feel your pain.” Trust me, I really do. I unintentionally opened my retirement account statement just a few days before Christmas and ouch! It was not a jolly feeling, no… not in …

The economy: form your own opinion

There is certainly a lot of negative news on television and on the internet these days. Notably, regarding the trade war, Chinese tariffs, the government shutdown, and the Federal Reserve increasing interest rates… just to name a few. However, going into the new year I’d encourage you to look around…

Lesson #22: Never Run Late Again

Welcome to a new group of financial life lessons! In our Kids & Money series, the focus is on teaching these lessons to your kids in a way that they can understand (and will grab their attention) with a specific relevance to financial topics. In our first series of lessons, starting with the con…

Navigating Marriage and Finances

My wife and I will celebrate 11 years of marriage this month. Let us all congratulate her on being patient in suffering as she continues to hang on to my promise that the best is yet to come. Some people run marathons or hike through many miles of difficult terrain to find their true selves […] The …
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Allen & Company Company Life and Culture

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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.