Allied Financial Partners

Allied Financial Partners Employee Directory

AccountingNew York, United States51-200 Employees

At Allied Financial Partners, we can provide you with a qualified CPA or accountant to assist you with tax planning, tax preparation and several other professional accounting services for individuals and businesses. Also, from issuing checks to making sure you have the necessary paperwork completed to integrate your payroll function with your accounting system, you can rely on us as a trusted, accessible business partner to handle all your payroll processing.

"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.

Find Allied Financial Partners employees' phone numbers or email addresses

Allied Financial Partners Global Highlights

Location
Employees

North America
77

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  • United States Of America
    77

Europe
1

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  • Poland
    1

Allied Financial Partners's Leadership

  • Stylized image of a person
    C. C.
    Partner
    Phone icon
  • Stylized image of a person
    J. S.
    Partner
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  • Stylized image of a person
    T. M. T.
    Partner
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  • Stylized image of a person
    R. B. V.
    Executive Vice President
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  • Stylized image of a person
    J. M.
    Director Of Audit And Accounting Services
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  • Stylized image of a person
    D. Y.
    Director Of Financial Services
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  • Stylized image of a person
    A. T. T.
    Director Of Client Experience
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  • Stylized image of a person
    D. O.
    Director
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Allied Financial Partners Employee Metrics

100%
50%
0%
2024
2023
  • Accounting
  • Finance
  • Human Resources
  • Business
  • Operations
  • Other
  • Administrative

Contact profiles from Allied Financial Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. C.
    Partner
    Phone icon
    United StatesNew York
    Sep 18, 2024
  • Stylized image of a person
    J. S.
    Partner
    Phone icon
    United StatesNew York
    Oct 23, 2024
  • Stylized image of a person
    T. M. T.
    Partner
    Phone icon
    United StatesNew York
    Aug 13, 2024
  • Stylized image of a person
    R. B. V.
    Executive Vice President
    Phone icon
    United StatesNew Jersey
    Oct 22, 2024
  • Stylized image of a person
    J. M.
    Director Of Audit And Accounting Services
    Phone icon
    Aug 08, 2024
  • Stylized image of a person
    D. Y.
    Director Of Financial Services
    Phone icon
    United StatesNew York
    Oct 22, 2024
  • Stylized image of a person
    A. T. T.
    Director Of Client Experience
    Phone icon
    United StatesNew York
    Oct 22, 2024
  • Stylized image of a person
    D. O.
    Director
    Phone icon
    United StatesNew York
    Oct 21, 2024
  • Stylized image of a person
    F. M. C.
    Director
    Phone icon
    United StatesNew York
    Aug 02, 2024
  • Stylized image of a person
    J. G.
    Director
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

What is Allied Financial Partners known for?

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Allied Financial Partners 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 . Explore Allied Financial Partners's company overview page for more information.

What is Allied Financial Partners's most common email format?

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Allied Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allied Financial Partners email formats with LeadIQ.

How many employees does Allied Financial Partners have currently?

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Allied Financial Partners has approximately 57 employees as of August 2024. These team members are located across 2 continents, including North AmericaEurope.

Who are Allied Financial Partners's key employees and leadership?

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As of August 2024, Allied Financial Partners's key employees include:

  • Partner: C. C.
  • Partner: J. S.
  • Partner: T. M. T.
  • Executive Vice President: R. B. V.
  • Director Of Audit And Accounting Services: J. M.

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