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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.

Our Resources
A Layman's Explanation of Silicon Valley Bank's Failure 

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.

Click here to read the article.

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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 Thursday, April 27 at 4:00 PM.

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Monthly Eblast

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Client Portals

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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.

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

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Meet Our Partners

5 Smart Investing Principles

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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
Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
Learn More

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