The AmeriFlex Group® Surpasses 200 Partner Advisors
Fast-Growing Hybrid RIA Innovative Solutions-Focused Programs and Industry-Leading Succession Support Spurs Continued Growth Firm’s Total Assets Now Exceed $13 Billion LAS VEGAS, Aug. 20, 2024 — The AmeriFlex Group®,
In Wealth Management, the Retirement Numbers Aren’t Adding Up
AdvisorHub / By Thomas Goodson
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
The AmeriFlex Group® Continues Affiliation Model With Lebanon And Mt. Juliet, Tennessee Offices
Jeff McNaney and Lucas Dancy-Cabeal partner with The AmeriFlex Group® Las Vegas, NV October 27, 2023 – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of...
The AmeriFlex Group® Continues Affiliation Model With Pennington, NJ Office
Christina Nash, CFP, Jodi Viaud, CFP and Bill Stolow, CFP partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners....
The AmeriFlex Group® Continues Affiliation Model with Lubbock and Midland, TX Offices
Dennis Wall, Preston Tharp and Wade Cross of Intuitive Solutions, with offices in Lubbock and Midland, TX partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® (TAG),...
Recruitment Roundup: Dynasty, Cetera, Commonwealth, Oppenheimer And More
Chris Latham / Wealth Solutions Report
...The AmeriFlex Group® Continues Affiliation Model with Williamsville, NY Office
Daniel Kautz & Jeffrey Buckley partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners. With nearly 40 years of...
The AmeriFlex Group® Continues Affiliation Model With Price, UT Office
Van Mays, CFP®, CDFA® Garrett Gibson, CRPC® Van Mays, CFP®, CDFA® and Garrett Gibson, CRPC® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las...
The AmeriFlex Group® is Now Home to over 100 Financial Advisors across 14 States, Overseeing $6.5 Billion in Client Assets
Innovative Programs like SuccessionFlex™ and AmeriFlex Premier+ Support the Advisor-Owned Hybrid RIA’s Sustained Growth Since Founding in July 2019 LAS VEGAS, June 27, 2023 — The AmeriFlex Group®, a rapidly growing, advisor-owned...