The AmeriFlex Group Adds Another Team Member to Santa Barbara Flagship Office
8/13/24 Santa Barbara, CA The AmeriFlex Group, a national wealth advisory firm with deep roots in the greater Santa Barbara area, announced the addition of
The AmeriFlex Group Continues Affiliation Model with $76MM Willington and Avon, CT Offices
Carole-Lynn Saros, CPA, CFP® and Larry Kushner partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® (TAG), headquartered in Las Vegas, NV
Advisors Weigh Impact of Republican Platform on Client Portfolios
InvestmentNews.com / By Gregg Greenberg
An Investment in Women Is an Investment in the Future
Hannah Buschbom and Thomas Goodson / WealthManagement.com
The AmeriFlex Group® Welcomes Shepherd Legacy Financial
Scott Shepherd and Jesse Shepherd partner with The AmeriFlex Group® Fort Wayne, IN based $110 million team is latest to join the fast-growing Hybrid-RIA Las
The AmeriFlex Group Welcomes Envision Financial Partners
Greenwood Village, Colorado-based $180 million team is latest to join the fast-growing Hybrid-RIA Matt Bartz, ChFC®, CLF®, CLU®, David Bear, CFP®, ChSNC®, CAP®, AEP®, Grant
AmeriFlex Acquires W Source, A Networking Platform For Women
FA Staff / fa-mag.com – The AmeriFlex Group, a Las Vegas-based advisor-owned hybrid registered investment advisor, announced that it has acquired W Source, a women-to-women
AmeriFlex Reaches $11.5B Milestone as 2024 Provides Strong Growth
Steve Randall / Investment News – The firm added 16 advisors managing $1.9 billion in the first quarter.
The AmeriFlex Group® Continues Affiliation Model with ERSI Wealth Management’s $400MM Centennial, CO Office
Stephen Brubaker, CFP®, AIF®, CLU® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners.
The AmeriFlex Group Adds Another Team Member to Santa Barbara Flagship Office
8/13/24 Santa Barbara, CA The AmeriFlex Group, a national wealth advisory firm with deep roots in the greater Santa Barbara area, announced the addition of a new team member –...
The AmeriFlex Group Continues Affiliation Model with $76MM Willington and Avon, CT Offices
Carole-Lynn Saros, CPA, CFP® and Larry Kushner partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® (TAG), headquartered in Las Vegas, NV recently expanded their network of...
Advisors Weigh Impact of Republican Platform on Client Portfolios
InvestmentNews.com / By Gregg Greenberg
...An Investment in Women Is an Investment in the Future
Hannah Buschbom and Thomas Goodson / WealthManagement.com
...The AmeriFlex Group® Welcomes Shepherd Legacy Financial
Scott Shepherd and Jesse Shepherd partner with The AmeriFlex Group® Fort Wayne, IN based $110 million team is latest to join the fast-growing Hybrid-RIA Las Vegas, NV – The AmeriFlex...
The AmeriFlex Group Welcomes Envision Financial Partners
Greenwood Village, Colorado-based $180 million team is latest to join the fast-growing Hybrid-RIA Matt Bartz, ChFC®, CLF®, CLU®, David Bear, CFP®, ChSNC®, CAP®, AEP®, Grant Ambrosich and Roger Olson partner...
AmeriFlex Acquires W Source, A Networking Platform For Women
FA Staff / fa-mag.com – The AmeriFlex Group, a Las Vegas-based advisor-owned hybrid registered investment advisor, announced that it has acquired W Source, a women-to-women networking and support platform. The...
AmeriFlex Reaches $11.5B Milestone as 2024 Provides Strong Growth
Steve Randall / Investment News – The firm added 16 advisors managing $1.9 billion in the first quarter.
...The AmeriFlex Group® Continues Affiliation Model with ERSI Wealth Management’s $400MM Centennial, CO Office
Stephen Brubaker, CFP®, AIF®, CLU® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners. Specializing in providing Financial Planning...