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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.


May Eblast

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All of our offices will be closed on Monday, May 25 in observance of Memorial Day.

May 1, 2020: COVID-19 News of the Day

May 1, 2020: COVID-19 News of the DayOpens in new window

  • Special Alert: VA, SSI Recipients
  • Child Care Funding For Essential Workers
  • Information To Share With Employees
  • "This Financial Crisis Is Different" video

April Eblast

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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!

April 1, 2020: COVID-19 - News of the Day

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  • Enhanced Unemployment Insurance & Pandemic Unemployment Insurance
  • SBA Guide to the CARES Act
  • Paycheck Protection Program
  • Required COVID-19 Labor Notice
  • Cash Flow Worksheet


March 31, 2020: COVID-19 - News of the Day

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  • CARES Act News
  • Economic Injury Disaster Loan
  • Relief for Workers Affected by the CARES Act
  • Assistance Available to New Yorkers




Keeping Calm in the Face of COVID-19

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March 24, 2020: Cash Flow projection tool, registration information for SBA Loan Application Portal webinar, and more important updates.

SBA Hosting Disaster Loan Webinar Series

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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. 

March 20, 2020: Coronavirus - News of the Day

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News is moving fast and furious these days. In an attempt to prevent email fatigue we will do our best to consolidate important announcements.

March E-blast

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AFP has solutions in place for those practicing social distancing - check out our eblast for details! 

February 2020 Eblast

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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!

January 2020 Eblast

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Start the new year off right with some important updates and reminders in our January eblast! 

December 2019 Eblast

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Check out important year-end announcements/reminders in our December eblast.

November 2019 Eblast

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The giving season is upon us - explore current trends in charitable giving in our November eblast!


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.



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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