News & Events

Our Values

Allied Financial Partners - Jason Tabor CFP® Named Otsego County Chamber of Commerce 2023 Chamber Member of the Year 

The Chamber Member of the Year Award is a new award in 2023 and recognizes an individual or organization that has provided the greatest value and support to the Otsego County Chamber of Commerce and our members. They support events, sponsorships, participation in Chamber programs and community volunteerism.

Congratulations to Jason Tabor for his hard work and dedication to the Otsego County Chamber on behalf of Allied Financial Partners!

This award is based on community and/or charitable involvement and is not reflective of the recipient's abilities as a financial advisor.

<br data-mce-bogus="1">
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 Thursday, November 30 at 12:00 PM.

Client Portals

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.

Payroll Services


Financial Services 



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.

Resource Center

Meet Our Partners

Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.
Learn More
Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn More
Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Learn More
When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
Learn More

Tell Us How We Can Help You Today

Thank you!

Check the background of this firm and investment professionals on FINRA's BrokerCheck.