Allen & Co is a long-standing highly reputed investment and financial planning firm with several…read morelocations in Polk County. I have found them helpful and on point with their financial advice. Highly recommend.

Allen & Co. puts their clients' best interest first. Highly recommend them for your go-to for…read morefinancial advice.

You better make sure your loved one is going to stay alive, because once the money goes to…read morePlatinum, you're not getting even one cent back. They won't even consider it....even if they died an hour after Platinum gets your money. In fact, a quick death is the perfect scenario for their business model. Cash the check and do the least amount of work. I am reasonable and just wanted a discussion if there was any refund of $20,995 of my mom's money (she was a teacher, so this is about a half year of her work). I received zero benefits from retaining Platinum. Not only did I not get any consideration (I would've taken a nominal amount), but within hours of her death I was told that I was on my own as far as the payment to the facility she was in. Double whammy. Don't do it.

Wonderful customer service from start to finish. They helped me get Medicaid for my mom when I…read morenever thought that would be possible. The representative is caring and up front. They delivered what they said they would! Very happy.

I cannot speak to their quality as accountants, simply because we never got past the initial phone…read morecall. I am new to the area and was looking for an accountant and also some advice on financial management. I explained my needs to the girl on the phone, I believe her name was Christine, the immediate response was "we require a $250 deposit". I was taken aback a little. I was not opposed to the deposit, I would not mind giving the deposit prior to them doing work for me, but do they understand this is an interview process? I may not want you to do work for me, or you may not want to handle my finances. That is what an initial meeting is for. It was explained that too many people have them prepare taxes, then claim they have no money. Fine, require the deposit when work is requested, or don't release returns without payment, but don't lump me into a group with deadbeats in the initial phone call. Meet me first, find out I have a near perfect credit score, see that I have a pretty healthy account balance, contact my previous accountant, see if their bill were paid. Then when I bring you all my paperwork, explain that you generally require a deposit. I would have happily given it at that time, but let me see you are worth it first. If the customer service presented at the initial call is indicative of how they handle their clients, then I would find another accountant.

From the owner: Are you overpaying your taxes? Why? Do you have a plan for a comfortable retirement? Why not? Do…read moreyou own a business? What keeps you up at night? Don't let the tax code beat you down. Lynn loves interacting with a variety of families and business owners to turn complex tax laws into understandable strategies. As a Tax Coach, Accountant and Financial Advisor, Lynn utilizes her specialized training to develop proactive strategies to help you, your family, and your business KEEP more of what you make and SAVE more of what you keep. Lynn can make the tax code work in your favor to take advantage of every available tax break! Lynn believes in educating clients as to their opportunities and works with them to help them experience what they value most in life by making smart choices about their money. Specialties: Enrolled Agent, Certified Tax Coach, Certified Fund Specialist, Certified Senior Advisor, Accredited Retirement Advisor, Fellow - National Tax Practice Institute Serving ALL of Polk County, including Winter Haven, Lakeland, Haines City, Lake Wales, Auburndale, Polk City, Bartow and Lake Alfred. We also have tax, business and investment clients across the country!

I have been doing business with Allen for a number of years. His financial advice has been spot on…read moreand his ethical standards are above reproach!! Thanks!! Scotty Barrett

From the owner: Financial Advising serving Florida with focusing on Polk County…read more "Retirement For Generations To Come"

Horrible customer service. Waited 9 days to get a response. When I asked for an update and a…read moreclearer answer, advisor doubled down and talked down to me. Gratium Wealth Planning in Lakeland and advisor Todd Barrow act like they're better than you instead of trying to work with you. Investors beware!!!