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 recently expanded their network of Transitional Wealth Planners. Larry Kushner and Carole-Lynn Saros have joined The AmeriFlex Group® with a collective 46 years of experience in the industry, working closely with members of their community to provide Financial Planning solutions.
“After months of comprehensive research, I chose to join The AmeriFlex Group not only because they surpassed the offerings of other firms for my practice, but they also exceeded my expectations. The AmeriFlex Group is large enough to foster collaboration with like-minded advisors, yet small enough to provide the flexibility needed to best serve my clients’ distinct needs and support the continuous growth of my practice.” says Saros, about their new affiliation with TAG. “During one of my initial calls, I was delighted to hear the words, “we are planners first.” This mindset perfectly aligns with my ‘client-first’ philosophy. Additionally, their outstanding transition team has ensured a seamless move, allowing me to maintain uninterrupted service to my clients.”
Thomas Goodson, President & CEO of TAG commented that, “We are proud to announce our partnership with Larry and Carole-Lynn. Their dedication to their clients and the strong relationships they have cultivated in their community embody the values we strive for within our organization. We are confident that the TAG team will foster their ongoing growth and provide essential support for their practice and clients alike.”
TAG is recognized as a home for hybrid BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned-and-operated by its advisor members & partners.
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If you would like more information, please contact Jesse Kurrasch at (702) 987-9732 or by email at jesse@theameriflexgroup.com or visit us at www.theameriflexgroup.com.