Allen & Company

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 discov

ered that client relationships at Allen & Company tend to last, often far exceeding the typical tenure at an investment company.

Mini Season is full of energy, but the best moments often come after the rush. Financial confidence is similar. h...
07/15/2026

Mini Season is full of energy, but the best moments often come after the rush. Financial confidence is similar. https://ow.ly/gqSb50Zm6b8

Mini Season brings a rush unlike anything else. Boats prepped, dive gear checked, and everyone chasing that perfect catc...
07/15/2026

Mini Season brings a rush unlike anything else. Boats prepped, dive gear checked, and everyone chasing that perfect catch.

But this blog reminds us that the real magic often comes after the hustle, when the boat is tied up, the sun is setting, and you’re sharing a fresh meal with the people who matter most.

Financial confidence works the same way. It’s not about accumulating more than the boat next to you. It’s about knowing you’ve prepared well enough to slow down and enjoy the view. Link to blog in the comments.

Summer vacations are meant to be enjoyed, not followed by financial guilt.This blog offers a thoughtful reminder that tr...
07/13/2026

Summer vacations are meant to be enjoyed, not followed by financial guilt.

This blog offers a thoughtful reminder that travel need not be extravagant to be meaningful. With a little planning, intentional spending, and a focus on experiences over appearances, families can create lasting memories without coming home to financial regret.
Link to the blog in the comments.

Life moves fast, and sometimes our phones make it feel even faster. In this blog, we’re talking about “grandma hobbies”,...
07/09/2026

Life moves fast, and sometimes our phones make it feel even faster. In this blog, we’re talking about “grandma hobbies”, cozy, low-tech activities like baking, quilting, gardening, birdwatching, and needlepoint that can help us slow down and feel a little more grounded.
Do you have a cozy hobby that helps you unwind? We’d love to hear what it is.

As America celebrates 250 years, Holland Henderson reflects on one of the defining qualities of our republic: the transi...
07/08/2026

As America celebrates 250 years, Holland Henderson reflects on one of the defining qualities of our republic: the transition of power.
Through the lens of George Washington’s farewell address, this piece explores what it means to step aside with purpose, offer wisdom to those who follow, and prepare the next generation to carry meaningful work forward. Link in the comments. https://f.mtr.cool/jdurmriwhq

AI is moving quickly, but speed alone is not the goal.As artificial intelligence becomes part of hiring, healthcare, fin...
06/30/2026

AI is moving quickly, but speed alone is not the goal.
As artificial intelligence becomes part of hiring, healthcare, financial decisions, and creative work, the bigger question is not just what AI can do. It is what AI should do, and how organizations can use it responsibly.

There’s something about the longest days of June that makes time feel a little different.On the Florida coast, those ext...
06/16/2026

There’s something about the longest days of June that makes time feel a little different.

On the Florida coast, those extra hours of light can remind us why we work so hard in the first place. It’s not just about building assets. It’s about creating the freedom to be present for the moments that matter most.

Congratulations to Troy Garcia on being named the 24th recipient of the Judy Dobbs Leadership Award.This meaningful hono...
06/12/2026

Congratulations to Troy Garcia on being named the 24th recipient of the Judy Dobbs Leadership Award.

This meaningful honor is presented to a VISTE Board Member who demonstrates outstanding leadership while carrying forward Judy Dobbs’ legacy of excellence, compassion, and service to VISTE - Volunteers in Service to the Elderly's clients.

We are proud to celebrate Troy’s continued commitment to leadership, service, and the Lakeland community.

What does the American Dream mean today, and how can families work toward their own definition of generational wealth? A...
06/11/2026

What does the American Dream mean today, and how can families work toward their own definition of generational wealth? Allen & Company explores the mindset, actions, and potential pitfalls involved in building a lasting legacy. Listen to the latest podcast.

Hurricane forecasts and market forecasts have something in common: both can be noisy, uncertain, and hard to act on perf...
06/09/2026

Hurricane forecasts and market forecasts have something in common: both can be noisy, uncertain, and hard to act on perfectly. In this reflection, the lesson is simple but powerful: prepare for storms instead of trying to predict exactly when they’ll arrive.
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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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