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Experts Corner

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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.

Jun
30
2017

Developing a Personal Risk Management Strategy

Risk management is just a fancy way of saying insurance. Remember, at its core, by purchasing insurance you are transferring the risk of financial loss to an insurance company. Depending on which stage of life you are planning for, risk management may include considerations for life insurance, different types of disability insurance or long-term care coverage.



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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.  

Check the background of this firm and investment professional(s) on FINRA’s BrokerCheckOpens in new window

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