The AmeriFlex Group® Continues Affiliation Model with Sarasota, FL Office
Henry (Hank) Kochan partners with The AmeriFlex Group®
The AmeriFlex Group®: Launches SuccessionFlex®
The AmeriFlex Group® Launches SuccessionFlex®, A Succession Planning Program for Seasoned Financial Advisors
The AmeriFlex Group® Continues Expansion With Denver, Colorado Office
The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded its network of Transitional Wealth Planners. Founded by Tad Lyle and Dustin Carr, their firm “Planning Resources” brings a combined 50+ years in the financial services industry.
The AmeriFlex Group® Welcomes Three Southern California-Based Practices
The practices include five financial advisors that collectively oversee over $507 million in client assets, bringing The AmeriFlex Group’s total assets under administration to more than $4 billion. This expansion builds on the AmeriFlex Group’s recent momentum in Southern California and the western United States.
The AmeriFlex Group®: Disrupting the Traditional Super-OSJ Model
Thomas Goodson at The AmeriFlex Group® Discusses Why the Traditional Super-OSJ Model Has Run Its Course – And Why the Hybrid RIA Group Model Will Replace It
The AmeriFlex Group®: Continues Affiliation Model with 14th Affiliated California Office
M. Scott Huddleston, CLU®, ChFC® of Newcastle Financial Advisors in Orange County, CA partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®
The AmeriFlex Group®: Continues Affiliation Model with 13th Affiliated California Office
Allen Taylor & Sherry Taylor of Newcastle Financial Advisors in Orange County, CA partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®
The AmeriFlex Group®: Continues Affiliation Model with 12th Affiliated California Office
Timothy G. Redmond, CFP®, AIF®, CKA® of Orange County, CA partners with The AmeriFlex Group®
The AmeriFlex Group®: Continues Growth of Affiliation Model with Reno, Nevada Office
Enid A. Oliver, ChFC®, CLTC®, Rick Wickes, CFP®, AAMS® and Joey Mecham, CLTC® partner with The AmeriFlex Group®
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....