An Informed Client is our best client
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All of our offices will be closed on Monday, May 25 in observance of Memorial Day.
Our April eblast includes a helpful COVID-19 resource links section along with some important office announcements. We hope that everyone is doing well and staying safe!
March 24, 2020: Cash Flow projection tool, registration information for SBA Loan Application Portal webinar, and more important updates.
NYS small businesses are now eligible to apply for SBA Economic Injury Disaster Loans if they are affected by the COVID-19 pandemic. The webinars will provide an overview of the loan program including: eligible businesses, loan criteria, application process, required docs, and assistance resources.
News is moving fast and furious these days. In an attempt to prevent email fatigue we will do our best to consolidate important announcements.
AFP has solutions in place for those practicing social distancing - check out our eblast for details!
Interested in attending our upcoming "Putting Together Your Estate & Long-Term Care Plan" seminar? Check out details and registration information in this month's eblast!
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.
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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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