Privacy Policy

Thank you for choosing us

On behalf of everyone at Allied Financial Partners, we want to thank you for choosing us for your accounting, payroll, and / or financial planning needs. Like all providers of corporate and personal financial services, we are required by law to inform clients of our policies regarding the privacy of client information on an annual basis.

Our firm continues to adhere to professional standards of confidentiality that are even more stringent than those required by law. We have always, and will continue to, protect the security and privacy of our clients’ personal and financial information.

Types of Nonpublic Personal Information We Collect

The only nonpublic personal information we collect is provided to us by you or obtained with your authorization.

Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures may include providing information to our employees, or, in limited situations, to unrelated third parties who need that information to assist us in serving you. In all situations, we stress the confidential nature of the information being shared.

Protecting the Confidentiality and Security of Client Information

We retain records relating to our professional services to better serve your professional needs and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Allied Financial Services, Inc. Additional Privacy Standards

In addition to the above listed policies, Allied Financial Services, Inc. follows the privacy policy of Cambridge Investment Research, Inc. This policy can be accessed online at cir2.com/Documents/Public/Forms/Privacy_Statement.pdf and may also be sent via U.S. mail to the address on record.

We are committed to providing our clients with the highest level of service possible. If you have any questions, or if we can be of assistance in any way, please do not hesitate to contact our office. Thank you for trusting Allied Financial Partners, we look forward to serving you.


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, FL, IL, KY, MA, MD, NC, NY, PA, TN, VA and 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.