Rosario, Evelyn

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.Generated from the website

Allen & Company, based in Lakeland, FL, has been dedicated to building relationships and providing comprehensive financial planning solutions for over 85 years. Their extensive services include investment planning, retirement strategies, tax and estate planning, as well as personalized wealth management tailored to meet individual client needs. The firm boasts a team of skilled financial advisors, including CFP and CFA professionals, who specialize in various aspects of financial wellness, from education planning to business succession strategies. Allen & Company is committed to fostering community values and delivering enduring financial guidance to both individuals and businesses alike. Generated from the website