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36 Niagara Street Tonawanda, NY 14150

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Financial Planning

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.

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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.

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Payroll Services

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.

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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.

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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.  

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Client Portals

Use the links below to access our secure and convenient client portals.

CLICK HERE to request a portal. 

CLICK HERE to request access.



Helpful Content

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

News & Events

WEBINAR: Hiring & Retaining Outstanding Employees By Offering Great Benefits

6.1.2021


On Thursday, June 17 at 10:00 AM Allied Financial Partners will be hosting a webinar presented by Bond Benefits Consulting to discuss key points to consider when creating a quality and cost-effective suite of employee benefits that will create a beneficial situation for you as the employer while supporting your employees and their families.


Click Here To RSVP

Preparing To Apply For Independent Restaurant & Bar Grants 

03-15-21

A $28.6 billion restaurant and bar grant program will be made available soon. Members of the Independent
Restaurant Coalition partnered with members of Congress to craft the legislation.

While the Small Business Administration prepares to stand up the program, businesses should take steps to organize the materials necessary to submit an application once it is available. Click the link below for more information about the program, and what businesses can do to prepare for the application:

For more information click here.  

Monthly Eblast

Click here to read.

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Meet Our Partners

David Younis

David A. Younis, CFP®*

(585) 410-6733 x130

Jason Mayausky

Jason M. Mayausky, CPA

(585) 410-6733 x144

Jim Swiech

James W. Swiech, CPA

(585) 410-6733 x143

Kenneth Ingersoll

Kenneth E. Ingersoll, CPA*

(585) 410-6733 x115

Thomas Tette

Thomas M. Tette, CPA*

(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." 

- Cicero

<p>How Compound Interest Works</p>

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.
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<p>Donating Art: Taxation Abstraction</p>

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.
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<p>Healthcare Costs in Retirement</p>

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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<p>A Primer on Irrevocable Life Insurance Trusts</p>

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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