Overview

Allen & Company is Florida's oldest investment firm. Team Devoted is comprised of six Financial Advisors and four Client Service Associates. Our combined credentials include CFP (4), CFA, AIF, CKA, DBA, and Retired Army Officer. We have offices in Lakeland and Viera. Our ___ You. Generous Together. Our values...1) We coach, counsel, and connect. 2) We are trustworthy and transparent. 3) We are generous and kind. 4) We are good stewards. Culture is everything. If our values resonate and you are hoping to form a succession plan within the next five years, please give us a call at ___-___-____.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...