Tampa Bay
Allen & Company of Florida, Inc.
50.99
50.99
Overview
Allen Investments - Building relationships and financial plans for over 85 years.
Features
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Onsite services
Appointments recommended
Appointment required
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Overall
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This location has a solid reputation as a reliable and knowledgeable partner for financial planning. The staff is friendly and professional, with many years of experience in the industry. They are highly knowledgeable and can provide valuable guidance on investments and financial planning. The office is conveniently located in Building 250, with wheelchair-accessible parking and restrooms. The planners at Allen Investments can provide a wide range of services, from planning to on-site services. They also have a long history of building relationships and financial plans for their clients. However, there could be some room for improvement in terms of updating their approach to meet the changing needs of their clients.The client reviews speak highly of the planners, particularly Dave Hamre, who has over 50 years of experience in financial investing. He is described as knowledgeable, enthusiastic, and highly skilled. Clients appreciate his ability to explain complex financial concepts in a clear and concise manner.The location is open from Monday to Friday, with reduced hours on Friday. However, it's worth noting that some reviewers have mentioned that appointments are often recommended, and occasionally even required, for planning services. Overall, this location is a good choice for those looking for reliable and knowledgeable financial planning services.
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