Safe Guard Wealth Managemnt

Allen & Co of Florida Inc in Winter Haven, FL has been building relationships and crafting financial plans for over 85 years, offering a range of wealth management solutions including investment planning, retirement planning, tax planning, and estate planning. The firm boasts a team of experienced financial advisors who specialize in various areas such as private wealth management, business succession planning, and charitable giving, providing personalized services to clients in the Lakeland, Space Coast, and Winter Haven areas. Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Rose Pagan is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Winter Haven, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

We can help you embrace your financial future