The AmeriFlex Group® Continues Affiliation Model With Santa Barbara, CA Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Joan Rothenberg, CFP® partners with The AmeriFlex Group® Las Vegas,
The AmeriFlex Group® Continues Affiliation Model With Edison, NJ Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Adam Kazalski, ChFC® partners with The AmeriFlex Group® Las Vegas,
The AmeriFlex Group® Announces The Payout Of More Than $8 Million To Nine Seasoned Financial Advisors As Part Of SuccessionFlex™
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Innovative Succession Planning Program Offers Advisors Contemplating Retirement Within Five
The AmeriFlex Group® Continues Affiliation Model With Huntington Beach, CA Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Boris Castillo, CFP®, CFA® partners with The AmeriFlex Group®
The AmeriFlex Group® Continues Affiliation Model With Woodland Hills, CA Office
Contact: Jesse KurraschTelephone: (702) 987-9732Email: jesse@homeforhybrids.comWebsite: www.ameriflex.com Shannon Drobny partners with Monarch Wealth® and The AmeriFlex Group®
Announcing Successful Launch of the West Denver, CO Chapter of The W Source
The AmeriFlex Group® actively attracts and supports our female financial advisors. The W Source is our signature offering to help our female advisors build a durable stream of referrals.
The AmeriFlex Group® Releases New Book “Your Transitional Wealth Planner”
The AmeriFlex Group’s® President and CEO Outlines Transitional Wealth Planning Benefits for Clients and Advisors in New Book
The AmeriFlex Group® Continues Affiliation Model With Marlton, NJ Office
Brett Straub, CFP®, RICP®, CLU®, ChFC® and Stephanie Wade, AIF®, RICP® partner with The AmeriFlex Group®
The AmeriFlex Group® Welcomes Three Independent Wealth Management Practices Overseeing $721 Million to its Rapidly Growing Hybrid RIA
The addition of these advisors and practices brings The AmeriFlex Group’s total assets under administration to more than $5.6 billion. This expansion builds on the AmeriFlex Group’s recent momentum in California and the Mountain Western region.
The AmeriFlex Group® Continues Affiliation Model with $266MM Houston, TX Office
John Going, CFP® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with...
The AmeriFlex Group® Continues Affiliation Model with Boca Raton, FL Office
Ana Diaz, CFP®, Rick Moss, ChFC®, CLTC®, & Nick Cantore join The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its...
The AmeriFlex Group® Continues Affiliation Model with $165MM Erie, PA Office
Jon Beaton, RICP, CPFA & Bob Chess, CFP®, CFS, RFP partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand...
The AmeriFlex Group® Targets Advisor Succession Breakdown with Single-Source Platform
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...The AmeriFlex Group® Continues Affiliation Model with Blue Ridge Wealth Management , SC Office
Gena Meredith partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the...
The AmeriFlex Group® Continues Affiliation Model with $277MM Dubois, PA Office
Scott Barber, CFP® and the Barber Financial team partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® (TAG), headquartered in Las Vegas, NV recently expanded their network...
The AmeriFlex Group® Continues Affiliation Model with Anthony Barrese Asset Management, NY Office
Anthony Barrese and Steve Smith partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of Transitional Wealth Planners...
The AmeriFlex Group® Continues Affiliation Model with Robert Peller, CPA, MBA and Peller Wealth Management
Las Vegas, NV – The AmeriFlex Group is pleased to announce that Robert Peller and his firm, Peller Wealth Management, have officially affiliated with the organization, effective March 2, 2026....