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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 2024 Earnings Results

First quarter of 2024 is on the books.  Here to share with you the results, team members Ariana Koruschak, John Madden and Michael Wright.  Each quarter we like to provide you with a quick overview of both recent results and a brief historical perspective.

We always appreciate your feedback it’s very helpful.  For any suggestions you may have on upcoming videos, you can reach us here.

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