Edward Jones – Financial Advisor: Cris Allen, CWS®

Edward Jones - Financial Advisor: Cris Allen, CWS® is a financial planner in Lakeland, FL, located at 1904 Florida Ave S. The office provides personal financial advice to help clients achieve their goals, with focus areas that include retirement income strategies, business retirement plans, retirement savings strategies, employee stock options, wealth strategies, and special needs financial considerations. Cris Allen holds the Certified Wealth Strategist® (CWS®) designation. Denise Glover serves as Senior Branch Office Administrator, supporting the advisory team. Clients can reach the office by phone at (863) 688-4417 or by fax at (888) 606-3504, and consultations are available by appointment, through web conferencing, or in person.

Office hours run Monday through Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 3:00 PM, and Saturday by appointment only; the office is closed Sunday. Additional hours are available in the evenings and on weekends by request, and web conferencing is offered for client convenience. Outside of work, Cris Allen enjoys spending time with family, coaching sports, football, baseball, and maintaining an active lifestyle.

The business holds a 4.80 rating based on 18 reviews, reflecting a solid reputation among the customers it has served. With the Certified Wealth Strategist® credential and a focused practice built around retirement, wealth, and specialized planning needs, Cris Allen serves the Lakeland community with personal financial guidance.

The office sits on Florida Ave S in Lakeland, FL, just off South Florida Avenue. It is about 0.1 miles from Fire Station 2, around 0.3 miles from Horney Park, and roughly half a mile from Dobbins Park and Southwest Elementary School.