Allen & Company of Florida, Inc. - Lakeland, Florida

Okay, here’s a detailed description of Allen & Company of Florida, Inc., presented in a formal and helpful manner, suitable for someone seeking information about this financial services provider:

Allen & Company of Florida, Inc.: A Comprehensive Overview

For individuals and families seeking comprehensive financial guidance and investment management, Allen & Company of Florida, Inc. presents a noteworthy option. Located at 1401 Florida Ave S, Lakeland, FL 33803, and readily accessible at Phone: 36889000, this firm offers a blend of experienced professionals and a commitment to client success. Their website, Website: alleninvestments.com, serves as a central hub for further information and resources.

Specialties and Services

Allen & Company of Florida, Inc. operates as a multifaceted financial organization. Their core competencies include acting as a Financial Planner, providing tailored strategies for long-term financial goals. They function as an Investment Company, managing assets on behalf of their clientele. Furthermore, they offer robust Investment Services, encompassing portfolio construction, asset allocation, and ongoing performance monitoring. Finally, they are a licensed Stock Broker, facilitating the buying and selling of individual stocks and securities.

Key Features & Accessibility

The firm prioritizes client convenience and accessibility. They provide onsite services to cater to individual needs. The facility is designed with inclusivity in mind, offering wheelchair accessible parking lot and wheelchair accessible restroom facilities. Additionally, they provide Gender-neutral restroom and general Restroom access. It’s important to note that Appointment required for consultations, with Appointments recommended to ensure dedicated attention and efficient service.

Client Feedback & Reputation (Based on Available Information)

Allen & Company of Florida, Inc. currently boasts 12 reviews on Google My Business, reflecting a generally positive reception. While initial experiences have highlighted potential communication challenges – with some clients reporting difficulty receiving return calls – subsequent interactions indicate a capacity for responsiveness and a willingness to address concerns. The average opinion is a commendable 4.8/5, suggesting a strong foundation of client satisfaction. It's evident that, despite occasional hiccups, the firm is dedicated to resolving issues and delivering professional service.

Important Considerations

Recent feedback suggests that ensuring timely communication is a key area for ongoing improvement. However, the reported resolution of issues and the overall positive sentiment highlight the firm’s dedication to client relationships.

Recommendation

Considering the firm’s established expertise, comprehensive service offerings, and commitment to accessibility, Allen & Company of Florida, Inc. appears to be a viable option for individuals seeking professional financial guidance. We strongly encourage prospective clients to explore their services further and to initiate contact via their website: alleninvestments.com. Direct engagement through their website will allow you to schedule an appointment and discuss your specific financial needs.

👍 Reviews of Allen & Company of Florida, Inc.

Arlene S.

4/5

I have repeatedly called for the last couple of weeks and left messages. I have yet to receive a call back. Not a professional way to conduct a business.

Update: I got a return call, and there was a legitimate reason I hadn't heard back. She apologized and was able to get my business done quickly. I was very frustrated, but sometimes we forget that even when dealing with a company, they are human. Unforseen things can happen.

Patrick K.

4/5

UPDATE… we finally made contact and all is well. Very professional and satisfied.

Have called twice this week and left messages. No return call. ☹️

Merle N.

5/5

Easy to get to, centrally located, good parking

Melisa S.

5/5

I have complete confidence in Allen who helps all of our family.

Austin M.

5/5

This company does a great job growing investments

Robin S.

5/5

Always excellent service and advise.

Lief G.

5/5

Always pleasant. Always professional.

Stephen F.

5/5