Allen and Company, based in Lakeland, FL, has been building relationships and crafting financial plans for over 85 years. Their comprehensive wealth management solutions cover investment planning, retirement planning, tax planning, estate planning, and more.
With a team of experienced financial advisors, Allen and Company offers a range of services including life insurance, charitable giving, business succession planning, and private wealth management. Their commitment to excellence and personalized approach make them a trusted choice for individuals seeking expert financial guidance.
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