wiseradvisor

Troy Garcia CFP®
Allen & Company

Tel: (863) 616-6021
1401 S. Florida Ave.
Lakeland, FL 33803

Florida's Oldest Investment Firm

Allen & Company | Financial Advisor in Lakeland ,FL

About Allen & Company

Allen & Company's longstanding heritage of personalized customer service spans more than 80 years. From our humble beginnings in J. Everett Allen's windowless office in downtown Lakeland in 1932 to opening multiple locations, generations of family's have trusted Florida's oldest investment firm to grow their wealth and help secure their financial future.

When Ralph Allen joined his father's firm in 1963, Allen & Company had four financial advisors. Today we have grown to nearly 70 associates in three offices across Central Florida, and we are on pace to have doubled in size over the past 15 years.

Allen & Company expanded to eastern Polk County in 1968 with the establishment of our Winter Haven office. In 1987, our flagship office in Lakeland moved after 50 years in the same downtown location to its current residence, the Allen Building, on South Florida Avenue. With a growing need for advisors across Central Florida, we opened an office in Viera in 2012.

Our growth has been both strategic and intentional, and our continued expansion is a result of making relationships our priority. While our client-focused personal service sets us apart, the firm consistently invests in our associates. In fact, Allen & Company created an ESOP in 2012 to give our employees an ownership interest in the firm. We know that when we invest in our associates, everyone benefits.


General Information

Firm Start Year:   1932
No.of Employees:   50-99
Insurance License#:   P129987
States Licensed in:   FL GA NC VA CO
I work with the following types of clients:   Non-Profit Organizations , Businesses , Individual Investors


Services

Investment Types:   Bonds , Stocks , Annuities , Insurance , Mutual Funds , Options & Futures , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , Via phone , At my office , At your home , Video Conference , At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Health , Variable Life , Long Term Care , Variable Annuity , Life , Annuity
Financial Organization Memberships:   Certified Financial Planner


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets


Board Positions

Organization:  Volunteers in Service to the Elderly  Lakeland, Florida
Position :  Member
Duration :  2017-Currently holding


Education

B.S. Financial Management - Finance  Florida Southern University - Lakeland, Florida
2003- 2007


Troy Garcia CFP®

Troy Garcia CFP®

Certified Wealth Strategist, CERTIFIED FINANCIAL PLANNER™ Certificant

A Polk County native, Troy received a B.S. in Financial Management from Florida Southern College where he also played baseball. His wife is a Speech Language Pathologist at Central Florida Speech and Hearing Center. Troy and his wife live in Lakeland where they are members of St. Josephs Catholic Church.

As a sports enthusiast who played high school and collegiate baseball, Troys career provided him with a team player attitude that enables him to focus on giving back to his community. Troy and his wife lend their time and talents to local organizations including Good Shepherd Hospice, the Bethany Center for Grieving Teens and Youth, Camp Brave Heart, and the United Way of Central Florida. Troy also serves on the board for Volunteers in Service to the Elderly (VISTE) and is a graduate of Leadership Lakeland class 32.

Troy received the 2016 Volunteer of the Year Award for Alliance for Independence with his role in the Wine Festival of Central Florida event that raises funds for adults with disabilities.

He joined the Allen & Company team of Financial Advisors in 2007 after serving as a college intern. A Certified Wealth Strategist®, Troy is also a CERTIFIED FINANCIAL PLANNER". He holds Series 7 and 66 licenses, as well as Life, Health and Variable Annuities.

My Team

Buddy Mason
Buddy Mason Financial Advisor
Since graduating from Liberty University with a BS in Finance, Buddy has spent his entire career in financial services and business ownership. Having owned a mortgage company, an insurance agency and a real estate investment company, Buddy not only has a broad knowledge of financial products and services, but also understands first-hand the myriad of challenges facing small business owners. In addition, his many years as a high school and college basketball coach have prepared him well ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 6:00 PM

Communities Served

Auburndale Bartow
Bradley Brandon
Davenport Dover
Dundee Eagle Lake
Fort Meade Haines City
Homeland Kathleen
Lake Alfred Lake Hamilton
Lake Wales Lakeland
Lithia Mulberry
Plant City Polk City
Seffner Thonotosassa
Valrico Waverly
Winter Haven Zephyrhills

News & Events

Health & Wealth - The Marathon by Troy Garcia
When: 2018
Details:Connect Here to Troy Garcia Articles https://alleninvestments.com/health-wealth/ ...more


Awards & Recognitions

2016 Volunteer of the Year Award
(2017)

2016 Volunteer of the Year Award for Alliance for Independence with his role in the Wine Festival of Central Florida event that raises funds for adults with disabilities.