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.
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.