News & Events

Our Values

Our Values
Allied Financial Services, Inc. is excited to invite you to our monthly conversation, Creating Retirement Income During Uncertain Times.

Thursday, March 21, 2024 | 12:00 - 1:00 PM on Zoom.
Everyone is welcome to join these online discussions. 

Our Resources

Putting Together Your Estate & Long-Term Care Plan

Wednesday, March 27, 2024 | 6:00 PM on Zoom.

Join David Younis CFP®, Director of Financial Services at Allied Financial Partners and Marcus Kroll, Esq. of Kroll Proukou, LLP, for a conversation to discuss the most pressing concerns regarding effective estate and long-term care planning.

Click here to register.

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Monthly Eblast

  • Announcements
  • Budget Checkup: Tax Time Is The Right Time
  • Webinar: February 22, 2024
  • Tax Deadlines
  • Your Money Matters

Click Here to Read

Client Portals

CCH Axcess Tax Portal

Securely share documents with your accountant.  Files will be accessible on your portal for one year, please download information to a secure location for future reference.

My1040Data Web Organizer

Review your previous year's tax return and upload current year tax information directly to your accountant.

Financial Services | eMoney

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

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.
Learn More
How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
Learn More
Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Learn More
Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
Learn More

Tell Us How We Can Help You Today

Thank you!

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