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Allied CPAs | Allied Financial Services logo

Allied CPAs | Allied Financial Services Employee Directory

AccountingNew York, United States51-200 Employees

Allied CPAs and Allied Financial Services operate as two related entities in the accounting and financial services sector. Allied CPAs provides traditional accounting services, while Allied Financial Services concentrates on financial planning, retirement, and investment strategies. The two entities work in partnership to deliver integrated financial solutions tailored to personal and business needs. They are based at 90 Linden Oaks Suite 100, Rochester, New York 14625, United States, and employ between 51 and 200 people. Securities services are offered through Osaic Wealth, Inc., a FINRA/SIPC member, with Osaic Wealth being independently owned; full disclosure is available on alliedfp.com.

Find Allied CPAs | Allied Financial Services employees' phone numbers or email addresses

Allied CPAs | Allied Financial Services Global Highlights

Location
Employees

North America
57

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  • United States Of America
    57

Europe
1

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  • Poland
    1

Allied CPAs | Allied Financial Services's Leadership

  • Director at Allied CPAs | Allied Financial Services
    J. G.
    Director
    Mobile Phone
  • Manager at Allied CPAs | Allied Financial Services
    R. Z.
    Manager
    Mobile Phone
  • Senior Accountant at Allied CPAs | Allied Financial Services
    J. W.
    Senior Accountant
    Mobile Phone
  • Audit Staff Accountant at Allied CPAs | Allied Financial Services
    B. Q.
    Audit Staff Accountant
    Mobile Phone
  • Financial Planning Coordinator at Allied CPAs | Allied Financial Services
    A. C.
    Financial Planning Coordinator
    Mobile Phone

Allied CPAs | Allied Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Finance
  • Human Resources
  • Business
  • Operations
  • Other
  • Administrative
  • Community & Social Services
  • Information Technology

Contact profiles from Allied CPAs | Allied Financial Services

Name
Title
Contact
Location
Last Update
  • Director at Allied CPAs | Allied Financial Services
    J. G.
    Director
    Mobile Phone
    Oct 18, 2024
  • Manager at Allied CPAs | Allied Financial Services
    R. Z.
    Manager
    Mobile Phone
    Oct 16, 2024
  • Senior Accountant at Allied CPAs | Allied Financial Services
    J. W.
    Senior Accountant
    Mobile Phone
    Apr 15, 2026
  • Audit Staff Accountant at Allied CPAs | Allied Financial Services
    B. Q.
    Audit Staff Accountant
    Mobile Phone
    Oct 21, 2024
  • Financial Planning Coordinator at Allied CPAs | Allied Financial Services
    A. C.
    Financial Planning Coordinator
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Allied CPAs | Allied Financial Services known for?

Minus sign iconPlus sign iconAllied CPAs | Allied Financial Services was founded in 2009 and operates in the Accounting industry. You can contact Allied CPAs | Allied Financial Services's main corporate office by phone at
+1-585-410-****
. Explore Allied CPAs | Allied Financial Services's company overview page for more information.

What is Allied CPAs | Allied Financial Services's most common email format?

Minus sign iconPlus sign iconAllied CPAs | Allied Financial Services employees' email format typically follows the pattern of FLast@alliedfp.com. Trying to find reliable and up-to-date employee contact data? Find more Allied CPAs | Allied Financial Services email formats with LeadIQ.

How many employees does Allied CPAs | Allied Financial Services have currently?

Minus sign iconPlus sign iconAllied CPAs | Allied Financial Services has approximately 62 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

Who are Allied CPAs | Allied Financial Services's key employees and leadership?

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As of October 2026, Allied CPAs | Allied Financial Services's key employees include:

  • Director: J. G.
  • Manager: R. Z.
  • Senior Accountant: J. W.
  • Audit Staff Accountant: B. Q.
  • Financial Planning Coordinator: A. C.

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