Allan & Co of FL Inc is Florida's oldest investment firm, with over 85 years of experience in building relationships and financial plans. They offer a wide range of wealth management solutions, including investment planning, retirement planning, tax planning, estate planning, and more. With a team of experienced financial advisors, they are dedicated to providing personalized and comprehensive financial services to their clients.
With headquarters in Lakeland, FL, Allan & Co also has offices in Space Coast and Winter Haven. Their team of certified financial planners and chartered financial analysts are committed to helping clients achieve their financial goals and navigate through major life transitions. As a registered investment advisor, they provide securities and advisory services through LPL Financial, ensuring that clients receive professional and trustworthy guidance for their investment needs.
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