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AFP Newsletters

An Informed Client is our best client

As part of our mission to educate and guide our clients towards financial success we send out semi-annual newsletters.

View Our Newsletters Below:

If you would like to Opt in Click Here and fill out our contact form.


October 2019 Eblast

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Think you know all there is to know about life insurance?  Take the quiz in this eblast to find out! 

September Eblast

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The October 9th deadline for the NYS sexual harassment prevention training is fast approaching, do you have a training plan in place? AFP can help you out.  

August 2019 Eblast

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All office locations will be closed on Monday, September 2, 2019 in observance of Labor Day.

July 2019 Eblast

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Do you have unclaimed funds waiting for you? Our July eblast has information on where to look to find out!  

June 2019 Eblast

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Are you torn between saving for your retirement or college for your kids/grand kids? Check out our June eblast for a little guidance.


All of our offices will be closed on Thursday, July 4, to celebrate Independence Day! 


May Eblast

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All of our offices will be closed on Monday, May 27 in observance of Memorial Day.

April Eblast

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If you are a business owner in New York State you are now required to provide Sexual Harassment Prevention Training to all of your employees.  Check out our April eblast to see how Allied Financial Partners can help you with our online training program. 

March E-blast

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Thank you to everyone who completed our client satisfaction survey.  We are looking forward to reviewing the results and implementing improvements to our service offerings based on your feedback.  

February Eblast

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As we celebrate our 10th anniversary, we are conducting a client experience satisfaction to find out how we are doing and learn what we can do to improve the service we provide to our clients. Check out our February eblast to learn more!


January Eblast

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RSVP for our Estate Planning Seminar (February 6, 2019) in our January eblast!


December Eblast

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Seasons Greetings from Allied Financial Partners - check out some important year-end reminders in our December eblas

November Eblast

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Check out our November Eblast for information about how the Tax Cuts & Jobs Act may change your tax return filing this year.


October Eblast

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Announcing New Services: Sexual Harassment Prevention Training Program & Credit Card Processing - Learn more in our October eblast! 

September Eblast

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The transition to our new payroll software is complete - check out some of the great features available in our September eblast!


August Eblast

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Change is in the air - check out our August newsletter to see some of the ways the new tax law could affect you.  

https://conta.cc/2MZFaOv







July 2018 Eblast

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Thinking about setting up at business SIMPLE IRA or 401(K)? The 2018 deadline is coming up - check out our July eblast for details!


June Eblast

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As a reminder all of our offices will be closed on Wednesday, July 4, 2018 in observance of Independence Day

May Eblast

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Learn about the Expanded & Modified Work Opportunity Tax Credit in our May Eblast.





April Eblast

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Tax season is almost at an end, time to start thinking about our upcoming educational seminars!  

Reminder - all of our offices  will be closed on Friday, April 20, 2018.  

March Eblast

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RSVP for one of our upcoming seminars in this month's eblast!


February Eblast

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Information about the 2017 Tax Extenders is available in our February e-blast - check it out!


January Eblast

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Tax season is rapidly approaching - read our January eblast for deadlines & reminders!


December Eblast

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'Tis the season for year-end retirement contributions! Check out our December eblast.


November Eblast!!

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Happy Thanksgiving ! Check out our November eblast for important year-end reminders!

October Eblast!

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Check out our October eblast! This month we are excited to introduce our new partner Jason Mayausky, CPA.  We've also included information about our Long-Term Care seminar as well as our Medicare service offerings.



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Investment and advisory services offered only by those representatives who are applicably licensed with Securities America, Inc., member FINRAOpens in new window/SIPCOpens in new window, and Securities America Advisors, Inc., respectively.  Securities America is unaffiliated with Allied Financial Services and any other named entities or services offered.  

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Brighton Chamber of Commerce Logo
Canandaigua Chamber of Commerce Logo
Greece Chamber of Commerce Logo
Small BUsiness Council Logo
Victor Chamber of Commerce Logo
Ostego County Chamber of Commerce Logo