Edward Jones – Financial Advisor: Cris Allen, CWS®

Edward Jones - Financial Advisor: Cris Allen, CWS® is a financial planning firm in Lakeland, FL, serving individuals and families with personalized strategies for retirement income, business retirement plans, retirement savings, employee stock options, wealth management, and special needs financial considerations. As a Certified Wealth Strategist® (CWS®), Cris Allen provides tailored financial guidance to help clients achieve long-term goals. The firm serves clients throughout Lakeland and the surrounding communities, offering in-person, phone, and web conference consultations. With a 4.80 rating based on 18 reviews, the advisory team is recognized for its client-focused approach and consistent service delivery.

Cris Allen and his team emphasize a client-centered philosophy, with a focus on building long-term financial security through comprehensive planning. The firm’s services are designed to address life transitions, including retirement, business ownership, and estate considerations. Denise Glover serves as the Senior Branch Office Administrator, supporting clients and ensuring smooth operations. Cris Allen’s personal interests include spending time with family, coaching youth sports, and maintaining an active lifestyle, reflecting his commitment to community and well-being.

Located at 1904 South Florida Avenue in Lakeland, the office sits just a short distance from several local landmarks. It is situated about 0.1 miles from Fire Station 2, within a quarter-mile of Horney Park, and approximately 0.3 miles from Dobbins Park. The office lies near Dixieland School and Southwest Elementary School, both within a half-mile radius, and is just off the main road of South Florida Avenue.

The firm maintains a strong digital presence with well-documented information and a website that search engines can easily interpret, enhancing its visibility and accessibility. This clarity in online representation supports clients in finding reliable financial guidance quickly and efficiently.

Cris Allen’s expertise in wealth strategy and retirement planning makes him a trusted resource in Lakeland’s financial community, helping residents secure their futures with personalized, forward-thinking advice.