Tampa Bay
Allen & Company of Florida, Inc.
37.11
37.11
Overview
Allen Investments - Building relationships and financial plans for over 85 years.
Features
Wheelchair accessible parking lot
Restroom
Onsite services
Gender-neutral restroom
Appointments recommended
Appointment required
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Quality
Innovativeness
Pricing
Overall
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Allen Investments provides excellent services with a personal touch. The staff, including Isaac Hartman and his team, are knowledgeable and patient, making complex financial decisions easy to understand. They take the time to develop strategies tailored to individual needs and goals, and consistently follow up to ensure everything is on track. Their commitment to building long-term relationships with clients is evident in the way they listen to concerns and address questions promptly. The facilities are modern and clean, with easy wheelchair accessibility. One notable issue is that they sometimes take a while to respond to phone calls, although this can be mitigated by using the online contact form or scheduling an appointment. Overall, the company provides exceptional service, making it an excellent choice for those seeking expert financial guidance.
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Hours
Closed
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Monday
Categories
Financial Service
Accountants
Financial Advisors
Stock Brokers
Investment company
Financial planner
Stock broker
Investment service
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