We help Publix associates address their retirement planning and financial goals.
At Allen & Company, we are proud to work with Publix associates. Our company and Publix alike have shared roots in Florida communities; in fact, Allen & Company was founded within just a few years of Publix.
Along with a shared interest in our local communities, our team has built professional knowledge throughout our history together. This helps Allen & Company financial advisors work specifically with your retirement plans, and the financial needs of Publix associates like you.
It’s our role to ensure that your unique investment planning and retirement planning challenges are addressed and managed. Our team of financial advisors delivers on our shared core values — we treat our clients with dignity and respect, and offer a high level of personalized customer service.
Q3 2022 Earnings Update
The holidays are upon us and it’s time for the last update of 2022. At this busy time of the year, we hope you have a few moments to take a look at the message that we’ve prepared for you. Navigating the numbers with you is what we are here for, and if you are interested in discussing this information further, please be in touch with us.
As Publix makes the quarterly results known, we will continue to produce a video with those results and the competitive commentary.
Your feedback is appreciated and helpful, you can reach us here for any additional suggestions you may have for future videos.
Publix is not affiliated with LPL Financial or Allen & Company.
Q2 2021 Earnings Update
With the second quarter of 2021 wrapped up, Michael and I have recorded the most recent update to share with you. It is important to us that you find value in these messages.
It continues to be our goal to produce a video each quarter as Publix announces its results. As always, we appreciate our relationship with you as well as any feedback you might offer.
Please feel free to contact us with your suggestions for future videos.
Publix is not affiliated with LPL Financial or Allen & Company.
Q1 2021 Earnings Update
Publix first results are in. Michael and I have another update to share with you. Our hope is you find this short video informative and beneficial.
It continues to be our goal to produce a video each quarter as Publix announces its results. As always, we appreciate our relationship with you as well as any feedback you might offer.
Please feel free to contact us with your suggestions for future videos.
Q4 2020 Earnings Update
Publix end of the year results are in. Michael and I have another update to share with you. Our hope is you find this five minute video informative and beneficial.
Please feel free to contact us with your suggestions for future updates.
Q3 Earnings Update
Fred Lopez invites you to join in watching the most recent update. Third quarter is in the books, marking our video overview with Michael Wright as he shares the details of competitive set/peer group statistics in this video.
We appreciate you, and we’d love to hear your thoughts. With this page, it’s our goal to continue providing useful information to Publix associates in a convenient, easily accessible way.
Please feel free to contact us with your feedback and suggestions for future updates.
