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Publix

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 2024 Earnings Results

 

Happy Holidays everyone!  We are very excited to share the last Publix stock update of 2024 with you. What a great year it has been.

Along with the normal stock results, we also have a brief message from some of the other familiar faces of our Publix team – Danielle Durham, Hayden Watts, Beverly Wilbanks, Ariana Koruschak, John Madden, & Hunter McTaggart. At this busy time of the year, we hope you have a few moments to listen to 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.

Publix is not affiliated with LPL Financial or Allen & Company.