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AFP
NEWS & EVENTS

EXPERTS CORNER

CoronaVirus: What should Investors Do?
Posted 3.11.2020

While Markets have continued to gyrate and we seek to separate the noise from the reality, we felt it would be helpful to offer further context. One of our investment partners - "Assetmark", has developed some helpful and thoughtful commentary. The information provided is more in depth than what was previously available and provides more substantial answers to the questions that we have been receiving from our clients.

Read Coronavirus: What should investors do?

VIEW EXPERTS CORNER PAGE

Meet Our Team

Put a century of combined experience to work for you.

Helpful Content

Curated articles, videos, and more for a more insurance savvy you.

Putting Together Your Estate & Long-Term Care Plan

3.09.2020

You are invited to this free, educational seminar - Thursday March 26, 2020. READ MORE

ANGELA DUSSAULT, CPA JOINS ALLIED FINANCIAL PARTNERS AS MANAGER

2.25.2020

The partners of Allied Financial Partners are pleased to announce that Angela Dussault, CPA has joined Tette, Ingersoll & Co., CPAs, PC, a division of Allied Financial Partners. READ MORE

The SECURE Act

2.11.2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. READ MORE

Our Process

All of our offices will be closed on Friday, July 3, 2020

in observance of Independence Day.

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Our History

COVID-19 News of the Day: June 5, 2020

  • Paycheck Protection Program Flexibility Act of 2020
Read Now

RESOURCE
CENTER


Tax Documents

Find several frequently requested tax documents for your convenience. Feel free to contact us if you can't find what you're looking for.


Payroll Documents

Find several frequently requested payroll dofuments for your convenience. Feel free to contact us if you can't find what you're looking for.


Track Your Refund

Tracking your tax refund is easy with our Tax Refund Tracker. Find out when you'll receive your federal and/or state tax refunds. tax-refund-tracker


Newsletters

Our semi-annual newsletters include articles of interest as well as AFP company news. Past newsletters are available here for your review.

Check the background of this firm and investment professional(a) on FINRA's BrokerCheck.

<p>Dog Bites Neighbor. Now What?</p>

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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<p>Long-Term-Care Protection Strategies</p>

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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<p>Gap Insurance for Leased Cars</p>

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Learn More
<p>Gap Insurance for Leased Cars</p>

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Learn More

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