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Allied Financial Partners is a 2023 Top Workplace! 


We are thrilled to announce that, for the third consecutive year, Allied Financial Partners has been named a Top Workplace in Rochester by the Democrat and Chronicle - Part of the USA Today Network.


The Top Workplace award is based solely on the employee feedback.

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Financial Services Webinar


Everyone is welcome to join our monthly, online conversation, Creating Retirement Income During Uncertain Times which will take place at the end of each month.  

Our next event will be Wednesday, June 21 at 4:00 PM.


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eMoney

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Resource Center

Meet Our Partners

Impact of Taxes and Inflation

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn More
Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Learn More
Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
Learn More
A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Learn More

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