Las Vegas, NV April 29, 2020 – The AmeriFlex Group® headquartered in Las Vegas, NV recently expanded their network of transitional wealth planners. With over 30 years of combined experience managing wealth, Andrew and Heather are CERTIFIED FINANCIAL PLANNERS® operating under the name, “Cooney Associates.” Andrew, Heather, and Dean shared, “After completing our due diligence, we determined The Ameriflex Group® was the easy choice for us. They have the tools and support from like-minded professionals that can further facilitate the growth of our practice. We now have a group of 50-plus transitional wealth planners that acts as our virtual planning team. This team which represents many disciplines within the financial services industry, is there for us as a resource that we can use to further service our clients.” Tom Goodson, President & CEO of The AmeriFlex Group® commented, “Andrew, Heather and Dean are the third practice to represent the AmeriFlex community in the Greater Denver Area in the past year. They exemplify our core beliefs: honesty, integrity, and professionalism. We are very proud that Andrew and Heather have decided to partner with us, and we hope to associate with more partners like them.” The Ameriflex Group® is recognized as a home for hybrid BD/RIA transitional wealth planners (financial advisors). The RIA is advisor owned and operated. # # # If you would like more information, please contact Jesse Kurrasch at (702) 987-9730 or email at firstname.lastname@example.org or visit us at www.theameriflexgroup.com.
Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF.
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