Allied Financial Partners

Allied Financial Partners is a full-service financial firm in Oneonta, in Otsego County, that handles the money side of life for individuals and businesses. Its services include tax and accounting, bookkeeping, financial planning, payroll, HR services and employee benefits, all in one place for people who would rather not juggle several providers.

Having payroll, HR and benefits under the same roof as the accountants can simplify things for a small employer. For individuals, the mix of tax preparation and financial planning puts yearly paperwork and longer-term goals in one conversation. Oneonta, home to SUNY Oneonta and Hartwick College, has plenty of small businesses that need this kind of back-office help.

What to Know

• Tax and accounting services sit alongside bookkeeping and payroll.
• Financial planning is part of the mix for individuals.
• HR services and employee benefits help small employers handle staffing paperwork.
• It is a member of the Otsego County Chamber of Commerce.