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.
Q1 2025 Earnings Results
The first quarter of 2025 is in the books, and we have some exciting results to share with you! Today, we’re joined by our team members Ariana Koruschak, Danielle Durham, John Madden, and Michael Wright.
Every quarter, we love to give you a snapshot of Publix’s recent results and a glimpse into their journey so far. It’s all about keeping you in the loop and celebrating Publix’s progress together.
Your feedback is our compass, guiding us to improve and innovate. We truly value your insights, so please share any suggestions for future videos with us. We’re all ears!
Publix is not affiliated with LPL Financial or Allen & Company.
