We work hand-in-hand with tax professionals
Allen & Company financial advisors and client service associates regularly consult CPAs and tax planning professionals. Our advisors purposefully work on your behalf to provide comprehensive guidance for their investment needs. In addition, your financial advisor may recommend a trusted CPA to explain how a professionally tailored investment portfolio can influence your taxes and tax planning strategies.
For more than 85 years at Allen & Company, this means more than a simple referral. Our advisors conduct regular meetings to discuss portfolio performance, and make walking alongside our clients as well as the professional and local communities their focus.