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 with the addition of Anthony Barrese and Steve Smith. Based in New Paltz, NY, Anthony and Steve have joined AmeriFlex, with over $100M in assets under management and 39 years of experience in wealth management and financial planning. Their extensive industry knowledge, experience, and client-first philosophy make them a strong and strategic addition to the AmeriFlex Group®.

Anthony shared that joining AmeriFlex provides meaningful advantages for his practice, including enhanced operational support, expanded resources, and deeper financial planning capabilities to better serve both his office and the clients.

Tom Goodson, President & CEO of The AmeriFlex Group® commented, “We are excited to welcome Anthony and Steve to our hybrid RIA. Their dedication to delivering personalized financial guidance to their clients aligns seamlessly with our mission of equipping advisors with impactful infrastructure, insight, and partnership necessary to grow and enhance their practices.”

We invite you to join us in extending a warm welcome to Anthony and Steve as they become part of the AmeriFlex family. We are thrilled about the opportunity to build a lasting and successful partnership and remain dedicated to supporting their growth and success for many years to come.

The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – 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, by email at jesse@theameriflexgroup.com or visit us at www.theameriflexgroup.com.