Our History

FLORIDA'S OLDEST INVESTMENT FIRM

Allen & Company of Florida was established in 1932 by J. Everett Allen and George O. Craig as Craig-Allen Company and was located in the Marble Arcade in downtown Lakeland, Florida. In 1938, Everett Allen purchased George Craig's interest , renamed the firm Allen & Company and relocated across the street to 211 East Lemon Street. The firm focused on equities and Florida municipal bonds.

Over time the firm expanded to eastern Polk County with the establishment of a sales office in Winter Haven currently located at 250 Avenue K, SW, Suite 106. In May 1987 a new Lakeland office was built at 1401 South Florida Avenue and houses the Lakeland financial advisors, as well as all corporate functions. 

The firm offers investment-related services with a local, hometown philosophy and attitude toward superior customer service.  Financial advisors maintain expertise in offering various investment choices: stocks, mutual funds, corporate and municipal bonds, annuities and other insurance-related products, options, government securities, CD's and unit investment trusts. The use of these investment choices in meeting a client's financial objectives is tailored on a client-by-client basis. Allen & Company of Florida is proud to be Florida's oldest established securities firm.