News & Events

Stay Up-To-Date With Allied Financial Partners

May
08
2019

Talking To Parents About Letters Of Instructions

How to talk to your parents about their estate plans without looking like a vulture.

Feb
05
2018

Estate Planning Seminar - Tuesday, February 20, 2018

RSVP today to join presenter, Marcus Kroll, Esq, of Kroll Law Firm, LLP as he addresses the most pressing concerns regarding effective estate planning. Tuesday, February 20, 2018 6:00 PM at The Woodcliff Hotel & Spa.

Sep
11
2017

Investment Basics: Your Guide To the Markets

Whether you are new to investing, or are looking for a clearer understanding of your current situation, we invite you to our upcoming seminar Investment Basics: Your Guide To The Markets on Thursday, October 19, 2017 at 6:00 PM.

Nov
25
2013

Allied Financial Partners Welcomes New Director of Financial Services

Allied Financial Partners is proud to announce and welcome David Younis, CFP® as the firm’s Director of Financial Services. Younis will be responsible for managing and growing our financial services division...

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

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

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