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Welcome to Allied Financial Consultants, LLP and our blog space! As Newtown’s premier financial services firm, we have decades of experience helping protect and grow wealth. Whether you are just starting out, or preparing for retirement, Allied Financial Consultants, LLP can lead you down the path of success.

 

Monday, October 9, 2017

It’s that time of year again! Every year we coordinate a food drive to help those in need. Over the years, our food drives were a huge success thanks to the support of our friends and clients. This year, we are extending our...

 

Tuesday, August 15, 2017

You could save today & tomorrow, often without that penny-pinching feeling. Directly & indirectly, you might be able to save more per month than you think. Hidden paths to greater savings can be found at home and at work, and their...

 

Wednesday, June 28, 2017

School is finally over and Summer has begun! The same thing is on everyone's mind, vacation! Statistics show that only 45% of Americans take a summer vacation. Yet entrepreneur.com states, "traveling generates a whooping $2.1 trillion...

 

Tuesday, April 11, 2017

Making decision about money can be difficult and scary. This is why many people turn to financial advisors to help them make these decisions. As financial advisors, we offer financial advice, information, tools, and services to our...

 

Thursday, March 9, 2017

As March rolls around, many people are getting excited for a particular event. And no I’m not talking about the end of tax season. I’m talking about March Madness! Every March, 68 teams are chosen to compete in the NCAA...

 

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Tuesday, February 14, 2017

Valentine’s Day, also known as the Feast of Saint Valentine, is a celebration of love and affection. Originating as a religious feast day, Valentine’s Day evolved into a day when lovers expressed their love for one another...

 

Monday, August 1, 2016

In an ever-changing industry fueled by convenience, Allied is adapting technologies to meet client needs. More and more of our clients are mobile – traveling for work or pleasure, but still in need of communication with their...

 

Friday, May 27, 2016

There are a lot of misconceptions about the financial services industry. Put off by the fear of being sold to, many assume advisors are simply pushing products. Others assume they do not have enough money or investments to need an...

 

Tuesday, May 3, 2016

When it comes to Mother’s Day, we are supposed to ask ourselves what gift or Hallmark card will best convey appreciation for her hard work. Looking through gift guides will reveal unique and thoughtful ideas; feminine trinkets...

 

Tuesday, March 29, 2016

In an election year, many folks start getting antsy – they’re concerned that if a certain candidate takes office, that their portfolios are at risk. As we have discussed on the blog recently, emotional decision-making is...

 

Monday, March 14, 2016

In recognition of the upcoming St. Patty’s Day holiday, we wanted to introduce you to the Irish heritage that is a part of our office culture. With Fightin’ Irish fans and touches of green around 16 N. State Street,...

 

Tuesday, February 16, 2016

With so much volatility in the past several weeks, many investors are quick to make emotional decisions. At Allied, we encourage clients to block out the hype: remove all emotion from investing and keep your head in the game. There are...

 

Monday, November 30, 2015

Philadelphia, PA (PRWEB) November 20, 2015 Five Star Professional is pleased to announce Michael T. Cice, CRPC®, RFC®, Allied Financial Consultants, LLP, has been chosen as one of Philadelphia’s Five Star Wealth Managers...

 

Monday, October 5, 2015

Workshop at Middletown Country Club, 420 N. Bellevue Ave., Langhorne, PA 19047 Thursday, October 8th or Thursday, October 15th Featuring E. Garrett Gummer III Esquire, CELA of Gummer Elder Law and the advisers of Allied Financial...

 

Monday, September 28, 2015

It’s that time of year again! Last year we collected 252 pounds with the support of our friends and clients. This year, we are extending our collection time through 11/12/15 and setting a goal of 375 pounds! Starting October 1st,...

 

Thursday, July 9, 2015

Providing Clients with Options and Strategies for Tax Planning Voices: Mike Cice on Tax-Efficient Distributions Mike Cice was recently featured in The Wall Street Journal. The article highlights his views on tax-efficient distribution...