Available to help Publix associates seeking to address their retirement planning and financial goals.

At Allen & Company, we are proud when offered the opportunity 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 teams have built professional knowledge throughout our history. This helps Allen & Company financial advisors work specifically with the financial needs of Publix associates like you.

It’s our goal 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.