Broker Check

News & Events

Client Alert: Unemployment Benefits Scam

The FBI is currently investigating an active unemployment insurance scam. The scam involves letters about unemployment insurance that are legitimately from the New York State Department of Labor but are being sent to individuals who did not apply for the payments.

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March 31 2020 | AFP Solutions For Social Distancing: COVID-19

With growing concerns about Covid-19 (the Coronavirus) many people have started practicing social distancing to protect themselves, the health of those around them, and the community as a whole.

Despite it all tax season marches on, however you have the option to skip an in-person appointment in favor of sending your documents in to be processed. Documents can be mailed in or dropped of to the office location of your choice.  Please call our office if you would like to make arrangements to drop off documents without having to enter the building.  You can also submit documents electronically on our website using our online portal.

Online portal

- For instructions on how to upload documents to the portal click here.  

- If you have a portal but need assistance accessing it or uploading documents call Andrea True at (585) 410-6733 ext. 103.

- If you don't have a portal set up already and would like one, please email Chelsea Hewitt at chewitt@aliedfp.com.

For our financial services clients we have the ability to provide digital investment review meetings.

To schedule a digital investment review meeting with David Younis CFP® or Francis Celona CPA, CFP® contact Aimee Cummings at (585) 410-6733 ext. 136 or acummings@alliedfp.com.

Appointments with Jason Tabor CFP® can be scheduled with Debbie Pearlmutter at (607) 282-4161 or dpearlmutter@alliedfp.com.


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Feb 25 2020 | Angela Dussault, CPA Joins Allied Financial Partners as Manager

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.

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Feb 11 2020 | The SECURE Act

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.

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Jan 31 2020 | Richard A Romer, CPA, LLC Merges with Allied Financial Partners

Tette, Ingersoll & Co. CPAs, PC, a division of Allied Financial Partners, is pleased to announce its merger with Richard A Romer, CPA LLC, in order to grow its services and capabilities.

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Jan 30 2020 | Allied Financial Partners Announces Promotion of Four Employees

The partners of Allied Financial Partners are pleased to announce the promotions of four dedicated employees.

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Jan 28 2020 | Sarah Gordnier Joins Allied Financial Partners as Administrative Assistant

The partners of Allied Financial Partners are pleased to welcome Sarah Gordnier who joins the administrative team working out of both the Rochester and Victor office locations.

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Jan 27 2020 | Tyler Turkington Joins Allied Financial Partners Payroll Specialist

Allied Payroll Services, a division of Allied Financial Partners, is pleased to announce that Tyler Turkington has joined the firm as Payroll Specialist.

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Jan 22 2020 | Jason Brewer Joins Allied Financial Partners

The partners of Allied Financial Partners are pleased to announce that Jason Brewer has joined the firm as IT Help Desk Specialist.

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Jan 08 2020 | White Spruce Office Moved to 150 State Street, Rochester NY 14614

We are excited to have officially made the move into our new Rochester office!

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Dec 08 2019 | Tonawanda-Based CPA Firm Amato, Fox & Company Merges with Allied Financial Partners

Tette, Ingersoll & Co. CPAs, PC, a division of Allied Financial Partners, is pleased to announce its merger with the Tonawanda-based CPA firm, Amato, Fox & Company, PC, in order to grow its services and capabilities.

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Dec 03 2019 | Important: Holiday Payroll Hours Reporting Announcement

The week of December 23rd, ALL payrolls must be submitted no later than 11am on Tuesday, December 24th!

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