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      Allen & Company of Florida Inc

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      Mortgages, Financial Planning Consultants, Financing Consultants

      1401 S Florida Ave, Lakeland, FL 33803

      863-688-9000

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      DETAILS
      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: 863-688-4885

      Fax: 863-616-6354

      TollFree: 800-950-2526

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Mortgages, Financial Planning Consultants, Financing Consultants, Investments, Real Estate Loans
      Location
      Allen Bldg
      Neighborhoods
      Dixieland, Lake Hollingsworth
      AKA

      Allen & Company Mortgage Corporation

      Allen & Company of Florida, LLC

      Other Link

      https://alleninvestments.com

      Other Information

      Certifications: Certified Financial Planner

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.