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Experts Corner

Stay Up-To-Date With AFP

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.

Feb
18
2020

401(k) Wisdom: Three Vets of the Business Help Cut the Learning Curve

Recently David A. Younis, CFP(R), partner and Director of Financial Services contributed to this article published by Assetmark Retirement Services. Check out what he had to say....

Feb
28
2020

And the Executor Is

Giving executors the proper power is only one piece of the puzzle. How do you choose an executor? Can anyone do it? What makes an individual a good choice?



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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