Scott Harris, CFP® partners with The AmeriFlex Group®
Chad Leigh, CLU®, AIF® partners with The AmeriFlex Group®
Ryan B. Smith, and Derrick L. Sweeney partner with The AmeriFlex Group®
Joan Rothenberg, CFP® partners with The AmeriFlex Group®
Adam Kazalski, ChFC® partners with The AmeriFlex Group®
The AmeriFlex Group® Announces The Payout Of More Than $8 Million To Nine Seasoned Financial Advisors As Part Of SuccessionFlex™
Innovative Succession Planning Program Offers Advisors Contemplating Retirement Within Five Years a Bridge to Succession. Average $896,000 Payout for Inaugural Group of Financial Advisors
Boris Castillo, CFP®, CFA® partners with The AmeriFlex Group®
Shannon Drobny partners with Monarch Wealth® and The AmeriFlex Group®
A crisis of confidence may be brewing among workplace retirement savers, according to a new BlackRock study.
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.