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.

The AI boom is exciting, but excitement alone is not an investment strategy. From Nvidia’s role in powering AI to a chan...
05/26/2026

The AI boom is exciting, but excitement alone is not an investment strategy. From Nvidia’s role in powering AI to a chance encounter with CoreWeave CEO Michael Intrator, this blog looks at the opportunity, the risks, and why discipline still matters in a fast-moving market. What questions do you have about AI and your portfolio?

The link to the latest blog is in the comments.

What do eyebrow trauma, chimpanzees in Uganda, and 2001: A Space Odyssey have to do with market worry? More than you mig...
05/20/2026

What do eyebrow trauma, chimpanzees in Uganda, and 2001: A Space Odyssey have to do with market worry? More than you might think. This blog takes a winding, funny, and thoughtful path to a question many investors ask when markets rise, fall, or feel uncertain: “Now what?”
What helps you stay grounded when the market makes headlines? Link to the blog in the comments.

A full calendar can make life feel productive, but it does not always mean life feels full. In this personal reflection,...
05/19/2026

A full calendar can make life feel productive, but it does not always mean life feels full. In this personal reflection, our advisor shares how weekends at home, family time, and simple routines can offer a reminder that balance matters in both life and financial planning. What helps you slow down and enjoy what you have already built? The link to the blog is in the comments.

Education costs can feel overwhelming, especially for families with young children, but small steps today can make a mea...
05/13/2026

Education costs can feel overwhelming, especially for families with young children, but small steps today can make a meaningful difference over time. This blog breaks down how a 529 plan works, what it can be used for, and why starting early can help jump-start education savings. What questions do you have about saving for college or other education goals?
Link to the blog in the comments.

Scams can happen to anyone, especially when fear and urgency cloud our judgment. In this blog, one client’s experience w...
05/12/2026

Scams can happen to anyone, especially when fear and urgency cloud our judgment. In this blog, one client’s experience with an Amazon account scam offers an important reminder: no legitimate organization will tell you to keep a financial issue secret. Have you talked with loved ones about scam warning signs?
Read the blog in the comments.

Some lessons are worth writing down and passing on. In honor of Mother’s Day, this blog shares a heartfelt letter of fin...
05/11/2026

Some lessons are worth writing down and passing on. In honor of Mother’s Day, this blog shares a heartfelt letter of financial wisdom from a mother to her daughter, covering spending, saving, budgeting, and giving. What money lesson would you want to pass on to the next generation? https://f.mtr.cool/wmoqimgdfx

We’re kicking off a new series with a look at one of the best times of year to live in Florida. From warm days on the wa...
04/29/2026

We’re kicking off a new series with a look at one of the best times of year to live in Florida. From warm days on the water to Lightning hockey and baseball season getting underway, this first post captures the rhythm of spring here at home.

What does this time of year in Florida make you look forward to most?

https://ow.ly/w2yr50YRehn

April is Autism Awareness Month, and this piece looks at eight tech tools making work more accessible for autistic and A...
04/22/2026

April is Autism Awareness Month, and this piece looks at eight tech tools making work more accessible for autistic and AuDHD professionals. From visual planners and meeting transcription to focus soundscapes and text-to-speech, these innovations can reduce friction and support better productivity for everyone.
https://ow.ly/F96S50YCO1R

What are peptides, and how might they support a healthier lifestyle? In this episode, Allen & Company welcomes Karli Bar...
04/16/2026

What are peptides, and how might they support a healthier lifestyle? In this episode, Allen & Company welcomes Karli Barrett for a practical conversation about peptide therapy, how peptides work in the body, who may benefit, and the common misconceptions surrounding this growing area of wellness care.

https://ow.ly/FTef50YCOM5

Some losses do not stay in the headlines. They settle into the hearts of families, friends, and communities. In “My Hear...
04/13/2026

Some losses do not stay in the headlines. They settle into the hearts of families, friends, and communities. In “My Heart Hurts,” Lorin shares a deeply personal reflection on grief, service, and the price we pay for being close. It is a moving reminder that behind every military sacrifice is one life, one family, and one heartbreak. What are your thoughts on carrying loss and honoring those we miss?
https://ow.ly/a4s850YCNUV

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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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