Allen & Company

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Allen & Company Allen & Company of Florida, LLC, was founded in 1932. The firm’s hallmark has always been the clie

Allen & Company is a full-service financial services firm founded on helping our clients plan for success by providing services based on quality, integrity 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.

Florida hits 68 degrees and suddenly the hoodies come out, even if we’re still wearing flip-flops. But this time of year...
10/19/2026

Florida hits 68 degrees and suddenly the hoodies come out, even if we’re still wearing flip-flops. But this time of year is also a good reminder to slow down and enjoy what all the planning and hard work are actually for.

A wild first week of college football kicks off the conversation. Then, the hosts tackle another topic that can keep us ...
10/15/2026

A wild first week of college football kicks off the conversation. Then, the hosts tackle another topic that can keep us guessing; what we’re actually spending on subscriptions.

When we think about wellness, we often think about exercise, nutrition, sleep and stress. But what about our relationshi...
10/14/2026

When we think about wellness, we often think about exercise, nutrition, sleep and stress. But what about our relationship with money?
Financial wellness is about more than numbers.

Fall in Florida may not bring changing leaves, but cooler mornings and evenings are a pretty good invitation to get outs...
10/13/2026

Fall in Florida may not bring changing leaves, but cooler mornings and evenings are a pretty good invitation to get outside.

If you could trade places with anyone in the world, who would it be?It’s an interesting question until you start thinkin...
10/09/2026

If you could trade places with anyone in the world, who would it be?
It’s an interesting question until you start thinking about everything that comes with the trade.

What does it take to transform forgotten land into a place that serves an entire community?Bonnet Springs Park has becom...
10/01/2026

What does it take to transform forgotten land into a place that serves an entire community?

Bonnet Springs Park has become a 168-acre destination in Lakeland built through vision, private generosity and years of careful planning. In this episode, we explore the work that went into restoring the land, the role of the park’s endowment, its milestone of more than 5 million visitors and the many ways people can experience and support the park.

Link to podcast in the comments.

AI can answer a question in seconds. But what happens to our ability to work through a problem when the answer is always...
09/30/2026

AI can answer a question in seconds. But what happens to our ability to work through a problem when the answer is always within reach?
In this episode, we explore AI and critical thinking, particularly what the rise of these tools could mean for children, education and the college experience.

Wellness is about more than exercise and nutrition. Stress, finances, relationships, faith, and emotional health all pla...
09/28/2026

Wellness is about more than exercise and nutrition. Stress, finances, relationships, faith, and emotional health all play a part.

Michele shares what she’s learning about caring for ourselves with more intention and a little more grace.

What does wellness mean to you right now?

Some of the things we value most in life are also some of the hardest to achieve. A strong marriage, becoming debt-free,...
09/24/2026

Some of the things we value most in life are also some of the hardest to achieve. A strong marriage, becoming debt-free, mastering a skill, building a career, or preparing for retirement can all require patience, discipline, and a willingness to keep going when the easier choice is tempting.

In Do Hard Things, one of our advisors reflects on the challenges of building a career in financial planning and a message that stuck with her: “The easy road makes life hard in all the worst ways.”

Read the full blog, link in the comments.

If your parents have built substantial wealth, it can be tempting to quietly assume an inheritance will eventually becom...
09/23/2026

If your parents have built substantial wealth, it can be tempting to quietly assume an inheritance will eventually become part of your own retirement picture.

But life, family circumstances, healthcare needs, markets, and estate plans can all change.
Inspired in part by a longtime love of Gilmore Girls, this blog looks at why your retirement plan should be able to stand on its own, and why an inheritance may be better viewed as the cherry on top rather than the whole sundae.

Address

1401 S Florida Avenue
Lakeland, FL
33803

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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