News & Events

Stay Up-To-Date With Allied Financial Partners


Allied's Summer Newsletter is HERE!

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.

Allied Payroll Services is bonded

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, CT, FL, IL, NC, NJ, NY, PA, TN, VA, 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.