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Insights

Client-Centric Financial Solutions Allied CPAs and Allied Financial Services collaborate to deliver comprehensive financial solutions tailored to individual and business needs, providing a strategic advantage in attracting clients seeking personalized and seamless financial guidance.

Recent Talent Acquisitions Recent hires of senior accountants and staff accountants indicate growth and demand for skilled financial professionals. Leveraging these new talents can enhance service offerings and outreach to potential clients.

Strategic Partnerships for Enhanced Services The partnership with Cleinman Performance Partners Inc showcases a commitment to expanding service capabilities and reaching new markets. Exploring similar alliances can open doors to collaborative growth opportunities.

Promotion of Key Personnel Promotions of individuals like Heath Hendrickson to partner and Matthew Linsner to senior accountant demonstrate internal talent recognition and potential client-facing leadership. Capitalizing on these advancements can drive credibility and client trust.

Robust Financial Standing With reported revenues in the $100M - 1B range, Allied CPAs | Allied Financial Services exhibit financial stability and scalability. Highlighting this strong financial foundation can attract clients seeking long-term financial partners.

Similar companies to Allied CPAs | Allied Financial Services

Allied CPAs | Allied Financial Services Tech Stack

Allied CPAs | Allied Financial Services uses 8 technology products and services including accessiBe, Modernizr, Google Maps, and more. Explore Allied CPAs | Allied Financial Services's tech stack below.

  • accessiBe
    Accessibility
  • Modernizr
    Javascript Libraries
  • Google Maps
    Maps
  • Constant Contact
    Marketing Automation
  • Datadog
    Real User Monitoring
  • reCAPTCHA
    Security
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management

Media & News

Allied CPAs | Allied Financial Services's Email Address Formats

Allied CPAs | Allied Financial Services uses at least 1 format(s):
Allied CPAs | Allied Financial Services Email FormatsExamplePercentage
FLast@alliedfp.comJDoe@alliedfp.com
84%
Last@alliedfp.comDoe@alliedfp.com
13%
First.Last@alliedfp.comJohn.Doe@alliedfp.com
2%
First.Middle@alliedfp.comJohn.Michael@alliedfp.com
1%

Frequently Asked Questions

Where is Allied CPAs | Allied Financial Services's headquarters located?

Minus sign iconPlus sign iconAllied CPAs | Allied Financial Services's main headquarters is located at 90 Linden Oaks Suite 100 Rochester, New York 14625 US. The company has employees across 2 continents, including North AmericaEurope.

What is Allied CPAs | Allied Financial Services's phone number?

Minus sign iconPlus sign icon You can contact Allied CPAs | Allied Financial Services's main corporate office by phone at
+1-585-410-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Allied CPAs | Allied Financial Services's official website and social media links?

Minus sign iconPlus sign iconAllied CPAs | Allied Financial Services's official website is alliedfp.com and has social profiles on LinkedIn.

What is Allied CPAs | Allied Financial Services's NAICS code?

Minus sign iconPlus sign iconAllied CPAs | Allied Financial Services's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

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

Minus sign iconPlus sign iconAs of April 2025, Allied CPAs | Allied Financial Services has approximately 59 employees across 2 continents, including North AmericaEurope. Key team members include Partner: C. C.Partner: J. S.Partner: T. M. T.. Explore Allied CPAs | Allied Financial Services's employee directory with LeadIQ.

What industry does Allied CPAs | Allied Financial Services belong to?

Minus sign iconPlus sign iconAllied CPAs | Allied Financial Services operates in the Accounting industry.

What technology does Allied CPAs | Allied Financial Services use?

Minus sign iconPlus sign iconAllied CPAs | Allied Financial Services's tech stack includes accessiBeModernizrGoogle MapsConstant ContactDatadogreCAPTCHACloudflare Bot ManagementGoogle Tag Manager.

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

Minus sign iconPlus sign iconAllied CPAs | Allied Financial Services's email format typically follows the pattern of . Find more Allied CPAs | Allied Financial Services email formats with LeadIQ.

When was Allied CPAs | Allied Financial Services founded?

Minus sign iconPlus sign iconAllied CPAs | Allied Financial Services was founded in 2009.
Allied CPAs | Allied Financial Services

Allied CPAs | Allied Financial Services

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 & 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.

Section iconCompany Overview

Headquarters
90 Linden Oaks Suite 100 Rochester, New York 14625 US
Phone number
+1-585-410-****
Website
alliedfp.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2009
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M$1B

    Allied CPAs | Allied Financial Services's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Allied CPAs | Allied Financial Services's revenue is in the range of $100M$1B

Company Leadership

  • Stylized image of a person
    C. C.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M. T.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B. V.
    Executive Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. T. T.
    Director Of Communications
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    D. Y.
    Director Of Financial Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. O.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. M. C.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. G.
    Controller
    Phone icon
    Mobile Phone

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