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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.

Q4 2022 Earnings Results

Spring Break is all around us here in Florida, and with that comes lots of visitors to the state.  With all the activity around us, we don’t want to miss the opportunity to share the previous 4th quarter results. We hope you enjoy the video.

Your feedback is appreciated and helpful, you can reach us here for any additional suggestions you may have for future videos.

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




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