Stay Up-To-Date With Allied Financial Partners
With growing concerns about Covid-19 (the Coronavirus) many people have started practicing social distancing to protect themselves, the health of those around them, and the community as a whole.
Despite it all tax season marches on, however you have the option to skip an in-person appointment in favor of sending your documents in to be processed. Documents can be mailed in or dropped of to the office location of your choice. Please call our office if you would like to make arrangements to drop off documents without having to enter the building. You can also submit documents electronically on our website using our online portal.
- For instructions on how to upload documents to the portal click here.
- If you have a portal but need assistance accessing it or uploading documents call Andrea True at (585) 410-6733 ext. 103.
- If you don't have a portal set up already and would like one, please email Chelsea Hewitt at firstname.lastname@example.org.
For our financial services clients we have the ability to provide digital investment review meetings.
To schedule a digital investment review meeting with David Younis CFP® or Francis Celona CPA, CFP® contact Aimee Cummings at (585) 410-6733 ext. 136 or email@example.com.
Appointments with Jason Tabor CFP® can be scheduled with Debbie Pearlmutter at (607) 282-4161 or firstname.lastname@example.org.
Allied Payroll Services is bonded
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