Allied Financial Partners is very excited to announce a change we are making in our financial services operations. We have chosen to affiliate with Securities America, Inc., one of the largest broker-dealers in the country today.
Our decision to change our broker-dealer was one that was carefully considered. Over the past five years; as a result of our clients' continued confidence in our firm, we have seen significant growth in our financial services business. This new partnership will allow us to provide our clients with additional services and opportunities while our offices will benefit from improved technology and operational efficiencies. We view this as an opportunity to continue to refine and improve our ability to provide you with a premier client experience.
Over the past few weeks a number of communications have been sent to our financial services clients regarding this transition. We encourage you to contact our office with any questions you may have regarding your accounts.
If you are not a current financial services client, now is a perfect time to speak with one of our advisers about your unique situation and learn how our new relationship with Securities America may benefit you.
Call our office to schedule an introductory conversation or
to request a meeting.