What departments does Allied CPAs | Allied Financial Services have?

Allied CPAs | Allied Financial Services has employees across 2 departments including Accounting, Finance.

What is the largest department at Allied CPAs | Allied Financial Services?

The largest department at Allied CPAs | Allied Financial Services is Accounting with 2 employees.

Where are Allied CPAs | Allied Financial Services employees located globally?

Allied CPAs | Allied Financial Services has employees across 2 continents and 2 countries including Poland, United States Of America.

How has Allied CPAs | Allied Financial Services's team size changed over time?

Allied CPAs | Allied Financial Services's team has decreased from approximately 70 to 45 employees based on available data.

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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.

Allied CPAs | Allied Financial Services Global Highlights

North America
64

United States Of America
64

Europe
1

Poland
1

Allied CPAs | Allied Financial Services's Leadership

J. G.
Director
Mobile Phone
Email
R. Z.
Manager
Mobile Phone
Email
J. W.
Senior Accountant
Mobile Phone
Email
A. C.
Financial Planning Coordinator
Mobile Phone
Email
B. Q.
Audit Staff Accountant
Mobile Phone
Email

Allied CPAs | Allied Financial Services Employee Metrics

100%

50%

2026

2025

Accounting
Finance
Human Resources
Business
Operations
Other
Administrative
Community & Social Services
Analytics
Arts & Design
Information Technology

Contact profiles from Allied CPAs | Allied Financial Services

Name

Title

Contact Info

Location

Last Update

J. G.
Director
Mobile Phone
Email
Oct 18, 2024
R. Z.
Manager
Mobile Phone
Email
Oct 16, 2024
J. W.
Senior Accountant
Mobile Phone
Email
Apr 15, 2026
A. C.
Financial Planning Coordinator
Mobile Phone
Email
Jun 08, 2026
B. Q.
Audit Staff Accountant
Mobile Phone
Email
Oct 21, 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; 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 63 employees as of July 2026. 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 July 2026, Allied CPAs | Allied Financial Services's key employees include:

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

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Allied CPAs | Allied Financial Services Employee Directory

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