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Allen & Company

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    • 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 Investment Portfolio

    Stage Distribution

    20002019

    Top Sectors Distribution

    20002019

    Round Size Distribution

    20002019
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    Allen & Company Blogs

    March 18, 2019

    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…
    March 15, 2019

    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 …
    March 12, 2019

    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…
    March 11, 2019

    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 […]…
    March 05, 2019

    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 [……
    March 04, 2019

    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.

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