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Allen & Company

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Who is Allen & Company?

It is our mission to be the premier provider of comprehensive financial management services to our clients, guiding them to invest and diversify their wealth for its prudent transfer. Generations of family’s have trusted Florida’s oldest investment firm in guiding them to invest and diversify their wealth for its prudent transfer. Our growth has been both strategic and intentional, and our continued expansion is a result of making relationships our priority. Everett Allen is the stability that ensures years of continued service. At Allen & Company, it is our vision to be the primary Financial Advisor to individuals and businesses within the communities we serve.

This company is:

Manufacturer

New York, United States

101-250 Employees

Founding year: 1922



Products & services of Allen & Company

Product Education & College Planning - Allen & Company image
Product

Verified

Education & College Planning - Allen & Company

Let our financial advisors help you with your education planning and navigate the numerous options available — your kids (or grandkids) will appreciate it!

Product Wealth Management Solutions - Allen & Company image
Product

Verified

Wealth Management Solutions - Allen & Company

Learn about the portfolio of wealth management solutions and services our financial advisors proudly provide to our clients.

Product Tax Planning - Allen & Company image
Product

Verified

Tax Planning - Allen & Company

We work together with CPAs and tax planning professionals to directly empower your portfolio and financial planning strategies.

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Keywords

Banking
Finance
Financial Services

Industries

Finance and Insurance

Contact of Allen & Company

City: New York

State: New York

Country: United States



Frequently asked questions (FAQ) about Allen & Company

The company Allen & Company is located in New York, New York, United States. It's worth noting that the company may has more corporate locations

As of the latest available information Allen & Company has around 101-250 employees worldwide.

Allen & Company was founded in 1922

The company Allen & Company has it's main focus in the industries of Finance and Insurance

Based on the founding year and the amount of employees the company Allen & Company seems to be a Medium-Sized Company at the current state. Note that over time that status can change

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