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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.

Q2 2023 Earnings Results

With the second quarter of 2023 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.




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