Category: Uncategorized

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

Sell Your Business Before You Have To

By Thomas Goodson / WealthManagment.com

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 addition of Gena Meredith. Previously

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,

AmeriFlex Gains Two East Coast Firms

FA Magazine / By Staff

The AmeriFlex Group Welcomes First RIA-Only Advisor Following Broker-Dealer Transition

Las Vegas, NV – The AmeriFlex Group announced the affiliation of its first RIA-only advisor under its newly expanded affiliation model. This milestone follows the firm’s

The AmeriFlex Group® Welcomes Jacob Reid and Capital Insight Financial Group to its Hybrid RIA from Osaic

Firm Continues Affiliation Model as New Partnership with Cambridge Enhances its Flexibility and Service Offerings LAS VEGAS, Sept. 29, 2025 /PRNewswire/ — The AmeriFlex Group® (“the firm”), a rapidly

Wealth Managers Must be Prepared to Discuss the Downside of Lower Rates

InvestmentNews / By Gregg Greenberg

Sell-And-Stay Versus Sell-And-Leave Acquisitions

AdvisorHub / Jeff Nash, Founder & CEO, BridgeMark Strategies

Welcome to the dog days of summer! Forget about that advisor-client golf game!