An Informed Client is our best client
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Start the new year off right with some important updates and reminders in our January eblast!
Check out important year-end announcements/reminders in our December eblast.
The giving season is upon us - explore current trends in charitable giving in our November eblast!
Think you know all there is to know about life insurance? Take the quiz in this eblast to find out!
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.
All office locations will be closed on Monday, September 2, 2019 in observance of Labor Day.
Do you have unclaimed funds waiting for you? Our July eblast has information on where to look to find out!
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 Monday, May 27 in observance of Memorial Day.
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.
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.
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!
RSVP for our Estate Planning Seminar (February 6, 2019) in our January eblast!
Seasons Greetings from Allied Financial Partners - check out some important year-end reminders in our December eblas
Check out our November Eblast for information about how the Tax Cuts & Jobs Act may change your tax return filing this year.
Announcing New Services: Sexual Harassment Prevention Training Program & Credit Card Processing - Learn more in our October eblast!
The transition to our new payroll software is complete - check out some of the great features available in our September eblast!
Thinking about setting up at business SIMPLE IRA or 401(K)? The 2018 deadline is coming up - check out our July eblast for details!
As a reminder all of our offices will be closed on Wednesday, July 4, 2018 in observance of Independence Day
Learn about the Expanded & Modified Work Opportunity Tax Credit in our May Eblast.
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.
Information about the 2017 Tax Extenders is available in our February e-blast - check it out!
Tax season is rapidly approaching - read our January eblast for deadlines & reminders!
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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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