Allied Financial Partners 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 & 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
57

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  • United States Of America
    57

Europe
1

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  • Poland
    1

Allied Financial Partners's Leadership

  • Stylized image of a person
    T. M. T.
    Partner
    Phone icon
  • Stylized image of a person
    C. C.
    Partner
    Phone icon
  • Stylized image of a person
    A. T. T.
    Director Of Communications
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  • Stylized image of a person
    D. O.
    Director
    Phone icon
  • Stylized image of a person
    S. G.
    Controller
    Phone icon
  • Stylized image of a person
    D. Y.
    Director Of Financial Services
    Phone icon
  • Stylized image of a person
    J. G.
    Director
    Phone icon
  • Stylized image of a person
    J. D.
    Manager
    Phone icon

Allied Financial Partners Employee Metrics

100%
50%
0%
2025
2024
  • 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
    G. W.
    Tax Manager
    Phone icon
    United StatesNew York
    Oct 18, 2025
  • Stylized image of a person
    R. N.
    Office Manager
    Phone icon
    United States
    Nov 15, 2025
  • Stylized image of a person
    C. K.
    Senior Manager
    Phone icon
    United StatesNew York
    Oct 26, 2025
  • Stylized image of a person
    A. D.
    Tax Manager
    Phone icon
    United StatesNew York
    Feb 27, 2025
  • Stylized image of a person
    R. Z.
    Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    J. T.
    Senior Accountant
    Phone icon
    United StatesNew York
    Nov 13, 2025
  • Stylized image of a person
    L. R.
    Senior Accountant
    Phone icon
    United StatesNew York
    Sep 08, 2025
  • Stylized image of a person
    J. W.
    Senior Accountant
    Phone icon
    Oct 24, 2025
  • Stylized image of a person
    L. H.
    Senior Accountant
    Phone icon
    United States
    Sep 08, 2025
  • Stylized image of a person
    J. Y.
    Senior Staff Accountant
    Phone icon
    United StatesNew York
    Nov 17, 2025

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; 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 59 employees as of December 2025. 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 December 2025, Allied Financial Partners's key employees include:

  • Partner: T. M. T.
  • Partner: C. C.
  • Director Of Communications: A. T. T.
  • Director: D. O.
  • Controller: S. G.

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