Allen & Company Of Florida Inc

OUR STRENGTH IS IN OUR RELATIONSHIPS Allen & Company builds strong and long lasting relationships with clients. We are not a “trading firm”. Most significant relationships start with a comprehensive financial plan provided by our Director of Planning, Michael Wright, CFP®. We offer in-house “subject matter experts” in financial planning, retirement planning, estate planning, long term care insurance, fixed income investments, and residential mortgages. Through First Clearing Corporation, our clearing partner, we have access to private investment managers, syndicate offerings, bond inventories, and global research. One of the goals on our mission statement is “We strive to be the best place to work”. The environment is like a family. The average tenure of our associates is long. We enjoy trips together, family outings together, holiday celebrations, and various “Associate Appreciation” events and activities. This is a fun place to work. Our values are integrity, honesty, trust, service, confidentiality, tradition, and relationship. We are leaders in our industry, with our associates serving on state and national industry boards and associations. We enhance the quality of life in our communities through community support and leadership. Allen & Company is often referred to as “a fine old firm”, and we are proud of that image.Less

• Certified Estate Planner
• Certified Financial Planner
• Certified Financial Planners
• Certified Senior Advisor
• Fannie Mae
• Federal Deposit Insurance Corporation
• Federal Home Loan Bank
• Federal Savings & Loan Insurance Corporation
• FHA
• Freddie Mac
• Municipal Securities Rulemaking Board
• National Association of Securities Dealers
• Securities Investor Protection Corporation
• US Department of Housing & Urban Developments
• VA