Business Information

Business Name

Allied Financial Advisors, LLC

Category

Financial Services

Company Excerpt

The resources of a large firm, with the personal attention of a small practice.

Company Details At Allied Financial Advisors, LLC, we do more than just investment planning. We are a one-stop financial center, delivering customized programs that are designed to help clients create and grow wealth, protect and preserve wealth, and plan the distribution of wealth during life – and death,  in the most tax-advantaged way. Our mission is to provide our clients with the financial advice, information, tools, and services that, considering all the information available, we would provide for ourselves. We strive to deliver a fully integrated, professional, financial experience where clients benefit from a team approach to their investment, insurance, retirement, estate, and financial planning needs. We deliver a fully integrated, professional, financial experience with services in comprehensive financial planning, estate planning, asset accumulation, risk assessment, investment audit, insurance audit and retirement income planning.

Contact Information

Contact Name Susan Cunningham
Address Line 1 3 Terry Drive
Address Line 2 Suite 201A
City

Newtown

State

Pennsylvania

Zipcode

18940

Phone Number 215-874-6422
Email Address

scunningham@afallc.com

Website

http://www.afallc.com

Second Contact Name

Grant Holdren

Second Contact Email

gholdren@afallc.com