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501 John James Audubon Suite 390
Utilizing a unique process of in-depth data collection and clarification of client objectives, we develop comprehensive financial planning solutions tailored specifically to our clients goals and vision.
CPA & Accounting
We strive to build lasting relationships with our clients. You can count on us during tax season and through-out the year for your personal and/or business accounting needs.
Our dedication to providing accurate, efficient and personalized service to our clients allows our clients to focus on running their business confidently knowing that we are taking care of their employees.
Health Insurance & Medicare
As a trusted resource for our clients, we will work to educate you in the best health insurance options available to meet the specific needs of yourself, your family, or your employees.
HR Services & Benefits
HR matters because people matter. Offering a variety of tools and services allows our clients to provide a compliant and positive work environment for their employees.
Do we need to be concerned about similar failures in other major or regional banks and if so, what should we do about it?
David Younis, CFP® discusses the recent events involving the Silicone Valley Bank.
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Tax & Accounting Services
CCH Axcess Tax Portal
Securely share documents with your accountant.
My1040Data Web Organizer
Review your previous year's tax return and upload current year tax information directly to your accountant.
View the balances of the accounts that Allied Financial Services, Inc. manage, as well as link outside accounts (such as a bank account or credit card) to create a more thorough picture of your financial world.
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(585) 237-3887 x327
(585) 410-6733 x130
(585) 237-3887 x326
(585) 410-6733 x144
(585) 410-6733 x147
(585) 410-6733 x115
(585) 410-6733 x113
"Having insurance doesn't guarantee good health outcomes, but it is a critical factor."
- Irwin Redlener
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
Check the background of this firm and investment professionals on FINRA's BrokerCheck.