Allen & Company
VC · Lakeland, New York · United States
Stages
Investment region
Industries
Profile
Allen & Company is a financial advisory and investment management firm based in Lakeland, Florida. Founded over 85 years ago, the firm has established itself as one of Florida's oldest investment firms. Allen & Company offers personalized financial solutions and has a team of financial advisors skilled in a variety of areas such as investment planning, retirement planning, and tax planning. Their advisory team includes Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs) who cater to a diverse client base, including high-net-worth individuals and families. The firm focuses on wealth management and offers services that include investment planning, portfolio management, business succession planning, and more. They also provide a range of wealth management solutions for corporate 401(k) and retirement plans, life insurance, and education planning. Allen & Company emphasizes building long-term relationships with their clients by offering customized financial plans. Notable services provided by the firm include retirement planning and systematic retirement funding. While specific investments and portfolio companies are not detailed on their site, the firm is well-regarded for its comprehensive suite of wealth management solutions, catering to both individuals and businesses.
Notes
Active
Contacts (2)
| Name | Title | Phone | ||
|---|---|---|---|---|
| Financial Paraplanner Qualified Professional, FPQP™ | — | — | — | |
| Manager Business Operations | — | — | — |
Name, email and phone are partially hidden. Subscribe to see them in full.