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Allen & Co.

Financial advisory firm offering planning, investment management, retirement plans and insurance to individuals, families and companies

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About Allen & Co.

Allen & Co. is a financial advisory firm that says it has built relationships and financial plans for more than 85 years. Its website invites visitors to describe their situation so the team can point them to relevant information.

The advisers cover personal and workplace finance, from investment management to retirement saving.

What Allen & Co. offers

  • Investment management — services aimed at high net worth individuals and families.
  • Workplace retirement plans — corporate 401(k) and other retirement plans.
  • Insurance — life, long term care and disability cover.
  • Retirement income planning — systematic funding of retirement and planning of income.

Who it works with

High net worth individuals and families, and companies that need retirement plans for staff.

Key facts

  • Experience: more than 85 years of stated history
  • Team: financial advisers, including one who joined in 2003

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • .NET
  • Florida
  • Business
  • It
  • Management
  • Us,

What the business tells TrustList

Founded
1941 (85 years) evidence sent

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