Building relationships and financial plans for over 85 years
1401 South Florida Avenue
Lakeland, FL 33803
Toll Free: 1 (800) 950-2526
Phone: (863) 688-9000
Fax: (863) 616-6354
7380 Murrell Road, Suite 100
Viera, FL 32940
Toll Free: 1 (855) 655-3131
Phone: (321) 253-3131
Fax: (321) 253-3141
250 Avenue K SW, Suite 106
Winter Haven, FL 33880
Toll Free: 1 (800) 678-7411
Phone: (863) 294-7411
Fax: (863) 294-4017
Whether you need to set up a new 401(k) plan or have an active plan in place for your employees and are interested in changing providers, we are here to assist in that process. There are many common misconceptions about setting up retirement plans. Is this the perfect direction for your needs? Several of our Financial Advisors and Advisory Teams are focused on working with companies in your exact position.
Have you explored and compared ALL the options available for you as an employer? There are additional options that may be more cost effective and more easily managed to your overall objectives other than a 401(k)!
Are you clear on what the level of participation is going to look like? And how will you be investing in the plan from the company’s perspective?
If your business is family-owned, you may have additional options for 401(k) plans available to you that other businesses will not!
Have an Allen & Company financial advisor guide you through your business 401k needs.
At Allen & Company, we’ve been serving our clients with dignity and integrity since 1932. It’s our mission to make a profound and positive difference in your life and the communities we serve. Put our experience to work and let us help you and your employees succeed.
I’d like to meet an Allen & Company advisor.
Call or contact the Allen & Company branch office nearest you to schedule your appointment:
Winter Haven Office
Space Coast Office
Make informed decisions about your 401(k) plan.