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At Allied Financial Partners, we know that an informed client is our best client.
Throughout the year our staff writes articles which provide valuable information and insight to our clients. Check back often for the latest information on ways to manage your business and personal financial needs more efficiently.
Recently, our Director of Financial Services, David A Younis, CFP(R) sent a letter to all of our clients addressing the status of the Department of Labor's fiduciary standard, and what recent changes to this regulation will mean for our clients.
Taking college courses can be a sizable investment. There are some credit opportunities that may be able the offset some of the cost.
On Thursday June 23, 2016, British citizens shocked the world by voting to leave the European Union upending 43 years of participation in the attempt at economic solidarity. The intermediate and long-term economic repercussions of this political vote are yet to be fully understood; however, as evidenced by global markets’ reaction we will likely continue to experience heightened volatility and destabilizing uncertainty...
Dave Younis, Director of Financial Services, summarizes key features of Medicare to help our valued clients identify the appropriate plan to meet their specific needs.
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Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge does not provide tax services. Accounting, Payroll, Fixed & Health Insurance, and HR Services are offered through Allied Financial Partners. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, KY, MA, MD, NC, NY, PA, TN, VA and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge and Allied Financial Partners are not affiliated.