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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.

We are into the holiday season, and that means third quarter has been put to bed.  Michael and I enjoy sharing this information with you, and have recorded the most recent details for your convenience. We have heard from many of you and appreciate that you find value this format.

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 and please continue to share your feedback.

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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