Stay Up-To-Date With Allied Financial Partners
The newsletter is a great way to stay up-to-date on the firms latest initiatives and is always packed full of useful information! The summer edition has some great tax tips, tips on how to avoid tax identity theft, firm updates and client recognition. There is also a great article, "Planning for Required Minimum Distributions (RMDs)", written by our Director of Financial Services, David A. Younis, CFP®.
Please click here to view the newsletter or it may be found under the resource center.
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Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. This communication is strictly intended for individuals residing in the states of AZ, CO, CT, FL, IL, MD, MI, NC, NH, NJ, NY, PA, VA, or WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Allied Financial Partners and Securities America are separate companies
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