Allen & Company of Florida Inc

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General Info

Founded in 1932, Allen & Company of Florida is one of the oldest investment firms headquartered in Lakeland, Fla. The firm is a wholly owed subsidiary of Allen & Company Financial Corporation. It offers a wide range of services, including financial planning, investment management, insurance, tax - deferred annuities, retirement services, traditional investment services and mortgages. Its financial planning division provides retirement and estate planning, education planning, survivor and accumulation needs, and portfolio evaluation solutions. Allen & Company employs more than 45 associates, including over 25 financial advisors and five certified financial planners. The associates are hold various securities licenses and are registered with the National Association of Securities Dealers. It is a member of Securities Investor Protection Corporation, Security Industry Association and Florida Securities Dealers Association.

Extra Phones

Phone: (863) 616-6354

Phone: (863) 616-6053

Fax: (863) 616-6354

TollFree: (800) 950-2526

Location

Allen Bldg

Neighborhood

Lake Hollingsworth

AKA

Allen & Company Mortgage Corporation

Allen & Company of Florida, LLC

Other Link

https://alleninvestments.com

Categories

Mortgages, Financial Planning Consultants, Financing Consultants, Investments, Real Estate Loans

Reviews

Details

Phone: (863) 688-9000

Address: 1401 S Florida Ave, Lakeland, FL 33803

Website: https://alleninvestments.com