Office Announcements
Our offices will be closed on Monday, May 27, 2024
in honor of Memorial Day.
All of our offices will be closing at 12:00 on Fridays starting May 31st through August 30th as a gesture of appreciation to our hardworking team.
Your continued support makes it possible for us to reward their dedication.
At the end of this summer, our Victor & Rochester offices will be
consolidating at one convenient location!

Our new address will be 90 Linden Oaks | Rochester, NY 14625
Are you staying connected with us on social media? We are constantly sharing educational insights, exciting firm updates, and other noteworthy news on our Facebook and LinkedIn pages. Don't miss out—follow us today to stay in the loop!
Still waiting on your refund? Visit the resource center of our website to check the status of your state or federal tax return. 
All you need is:
  • Tax payer social security number
  • Filing status
  • Refund amount
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Webinar: May 14, 2024
Creating Retirement Income During Uncertain Times
Allied Financial Services, Inc. would like to invite you to participate in our monthly conversation, Creating Retirement Income During Uncertain Times.

Everyone is welcome to join these online discussions which will take place at the end of each month. Our next meeting will be Tuesday, May 14, at 4:00 PM.
If you would like to discuss your personal retirement income distributions or situation but are unable to attend, please contact our office to set up an appointment.
Bursting the Bubble (video)
Tulips were the first, but they won’t be the last.
What forms a “bubble” and what causes them to burst?
Your Money Matters
Don't let procrastination keep you from pursung your financial dreams and goals.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Investors seeking world investments can choose between global and international funds. What's the difference?
Online Credit Card Payments
Payments to Allied CPAs, PC can be made online at Look for the Make A Payment button on the top right corner of our website. AFP accepts Mastercard, VISA and Discover. Please note: Electronic payments cannot be accepted for financial planning or investment services.

Contact Our Office
Buffalo | (716) 694-0336
Cooperstown | (607) 282-4161
Oneonta | (607) 432-3462
Perry | (585) 237-3887
Rochester | (585) 410-6733
Victor | (585) 410-6733
Securities offered through Registered Representatives of Securities America, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., a Registered Investment Adviser. Tax services provided by Allied CPAs, PC. Allied Financial Partners and Allied CPAs, PC are not affiliated with Securities America.

To be eligible for the Rochester Chamber Top 100, businesses must be privately held, headquartered in the nine-county Rochester region, and have earned at least $1 million in revenue in each of the three most recent fiscal years. The Rochester Chamber Top 100 is computed based on revenue growth, taking into account both dollar and percentage growth.

Top Workplaces Award is given based on employee survey results.