Allied CPAs | Allied Financial Services Employee Directory

AccountingNew York, United States51-200 Employees

Allied CPAs provides premier accounting services, while Allied Financial Services specializes in financial planning, retirement, and investment strategies. Though operating as separate businesses, they work in partnership to offer comprehensive financial solutions, ensuring clients receive seamless, well-rounded guidance tailored to their personal and business needs.

"We work in partnership to help our clients &amp; employees realize their vision of success."

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC.  Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.

See website, alliedfp.com, for full disclosure. 

Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck

The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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

Allied CPAs | Allied Financial Services Global Highlights

North America
83

United States Of America
83

Europe
1

Poland
1

Allied CPAs | Allied Financial Services's Leadership

C. C.
Partner
Mobile Phone
Email
J. S.
Partner
Mobile Phone
Email
T. M. T.
Partner
Mobile Phone
Email
R. B. V.
Executive Vice President
Mobile Phone
Email
A. T. T.
Director Of Communications
Mobile Phone
Email
D. Y.
Director Of Financial Services
Mobile Phone
Email
D. O.
Director
Mobile Phone
Email
F. M. C.
Director
Mobile Phone
Email

Allied CPAs | Allied Financial Services Employee Metrics

100%

50%

0%

2025

2024

Accounting
Finance
Human Resources
Business
Operations
Other
Administrative

Contact profiles from Allied CPAs | Allied Financial Services

Name

Title

Contact Info

Location

Last Update

C. C.
Partner
Mobile Phone
Email
United StatesNew York
Feb 27, 2025
J. S.
Partner
Mobile Phone
Email
United StatesNew York
Oct 23, 2024
T. M. T.
Partner
Mobile Phone
Email
United StatesNew York
Feb 27, 2025
R. B. V.
Executive Vice President
Mobile Phone
Email
United StatesNew Jersey
Oct 22, 2024
A. T. T.
Director Of Communications
Mobile Phone
Email
United StatesNew York
Feb 27, 2025
D. Y.
Director Of Financial Services
Mobile Phone
Email
United StatesNew York
Feb 27, 2025
D. O.
Director
Mobile Phone
Email
United StatesNew York
Feb 27, 2025
F. M. C.
Director
Mobile Phone
Email
United StatesNew York
Aug 02, 2024
J. G.
Director
Mobile Phone
Email
Oct 18, 2024
S. G.
Controller
Mobile Phone
Email
United StatesNew York
Oct 16, 2024

Frequently Asked Questions

What is Allied CPAs | Allied Financial Services known for?

Allied CPAs | Allied Financial Services was founded in 2009 operates in the Accounting industry. The company's main headquarters is located in 90 Linden Oaks Suite 100 Rochester, New York 14625 US; you can contact the 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?

Allied CPAs | Allied Financial Services employees' email format typically follows the pattern of . 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?

Allied CPAs | Allied Financial Services has approximately 59 employees as of April 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of April 2025, Allied CPAs | Allied Financial Services's key employees include:

Partner: C. C.
Partner: J. S.
Partner: T. M. T.
Executive Vice President: R. B. V.
Director Of Communications: A. T. T.

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