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 ® Joins Cambridge to Support Intensifying Growth and Enhance Service Experience for Financial Advisors
Rapidly Growing Hybrid RIA Transitions to Cambridge for Greater Flexibility, More Personalized Support and Highly Collaborative Culture between Home Office and Large Enterprises New Partnership Enables Firm to Expand Affiliation...
The Advisor Succession Crisis Isn’t Going Away
Wealth Solutions Report / By Michael Madden
...The AmeriFlex Group Continues Affiliation Model with Arktos Wealth Management’s Glendale, CA Office
Frank Virgallito, CFP® partners with The AmeriFlex Group® LAS VEGAS – February 12, 2025 – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of transitional wealth...
The AmeriFlex Group Continues Affiliation Model with Denver, CO Office
Robert L. Holland, Jr., CFP partners with The AmeriFlex Group®LAS VEGAS – February 3, 2025 – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of transitional...
AI Will Wipe Out 80% of Financial Planning Business, Advisor Predicts
Think Advisor / By Jane Wollman Rusoff
...The AmeriFlex Group® Continues Affiliation Model With Maes Financial’s Brielle, NJ Office
Susan Maes partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, recently expanded its network of Transitional Wealth Planners. Susan brings over...
The AmeriFlex Group® Continues Affiliation Model With Power Women Investing’s Tucson, AZ Office
Tiana Ronstadt partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of Transitional Wealth Planners. Tiana offers the...
Thomas Goodson Named Finalist – Executive of the Year of RIAs: Less Than $10 Billion in Assets
Meet the Luminaries Class of 2024 Finalists – By Janet Levaux / thinkadvisor.com
...The AmeriFlex Group Continues Affiliation Model with Seven Hills Wealth Planning’s $205MM Worcester, MA Office
John Lian partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of Transitional Wealth Planners. John Lian has...