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 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.