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Review Keywords Analysis

US / FL / Orlando
Allen & Company of Florida, Inc. photo
Allen & Company of Florida, Inc. photo
Allen & Company of Florida, Inc. photo
Allen & Company of Florida, Inc. photo
Allen & Company of Florida, Inc. photo

Allen & Company of Florida, Inc.

Address: 1401 Florida Ave S, Lakeland, FL 33803, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Advisory Personal Financial Planning $100 - $200 Call to Book
Investment Strategy Development $200 - $300 Call to Book
Retirement Planning $150 - $250 Call to Book
Investment Management Portfolio Management $200 - $400 Call to Book
Risk Assessment $100 - $150 Call to Book
Asset Allocation Strategy $150 - $250 Call to Book
Financial Consulting Business Financial Consulting $250 - $500 Call to Book
Tax Planning $150 - $300 Call to Book
Wealth Management Advice $200 - $350 Call to Book

What people love

From reviews
Professional service Financial advice Growing investments Confidence in staff

About this business

Finance and investment planning offer various possibilities. Portfolio management is such a spot. With the plethora of options for information and knowledge on today's digital and social media platforms, it's simple to get lost. Allen & Company may offer a local company that you can engage with. A financial advisor will sit down with you and chat about your financial goals. You can plan the future with easy financial advice. Allen & Company's advisors will help you manage your money and create a portfolio.

Reviews Summary

Overall, the feedback on Allen and his financial advice company is overwhelmingly positive. the viewers are pleased with their investment choices and believe them to be highly successful. The staff is depicted as polite and professional while offering a high standard of service and support. The audience takes pleasure in and values the financial advice given, and also shows confidence in the team and company. The company's been given 5-star reviews and personal trust. The majority of this congregation agrees that they are the best place for their needs. User APPROVESINET, User JASONCAREY are users from this field. The company values are Integrity, Mutual Respect, Doing the Right Thing. This is based on 9 studies of the scrutiny of the ratings.

Frequently asked questions

7 questions
What do Allen & Company of Florida, Inc. clients say about the work?
Clients frequently praise the team for their professionalism and helpfulness, with multiple reviews highlighting excellent service and financial advice. Many feel confident in their guidance, indicating a strong trust in their expertise.
Does Allen & Company of Florida, Inc. provide personal financial planning services?
Yes, they offer personal financial planning as part of their Financial Advisory services, which also include investment strategy development and retirement planning.
What are the operating hours for Allen & Company of Florida, Inc.?
Their hours are as follows: Monday: 8:30 AM-5:00 PM, Tuesday: 8:30 AM-5:00 PM, Wednesday: 8:30 AM-5:00 PM, Thursday: 8:30 AM-5:00 PM, Friday: 8:30 AM-5:00 PM, Saturday: Closed, Sunday: Closed.
Can I get help with retirement planning at this firm?
Yes, Allen & Company specializes in retirement planning as part of their Financial Advisory services, ensuring tailored strategies to meet individual financial goals.
How does Allen & Company of Florida, Inc. assist with portfolio management?
They provide portfolio management services under their Investment Management category, which also includes risk assessment and asset allocation strategy to help clients optimize their investments.
What financial consulting services does Allen & Company offer?
Their Financial Consulting services encompass business financial consulting, tax planning, and wealth management advice, aimed at helping clients navigate complex financial landscapes.
Where is Allen & Company of Florida, Inc. located?
1401 Florida Ave S, Lakeland, FL 33803, USA

Location & directions

Orlando, Florida
Allen & Company of Florida, Inc.
Venture Capital Company
Address
1401 Florida Ave S, Lakeland, FL 33803, USA
Hours
Closed Now
Allen & Company of Florida, Inc. Reviews · 4.9 average
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