Your Trusted Partner in Wealth Management
Whether you prefer self-directed investing or expert financial advisory services, we offer personalized wealth management solutions to meet your financial objectives. Explore our comprehensive range of services designed to enhance and secure your financial future.
Choose the Investment Approach
That’s Right for You
Whether you seek expert advice or prefer to manage your investments independently, we offer tailored solutions to meet your financial goals.
Self-Directed Investing
Empower yourself with our intuitive tools and resources, designed to help you build and manage your portfolio with ease. Enjoy the freedom of commission-free trading and zero account minimums.
Virtual Advisory Services
Access expert advice when you need it. Our virtual advisors are just a phone call away, ready to assist you in planning for life's key milestones.
Dedicated Financial Advisors
Collaborate with a dedicated financial advisor for personalized, ongoing financial planning and management. Benefit from a comprehensive approach tailored to your individual needs.
Comprehensive Wealth Solutions
From cash management to investment planning, our solutions are designed to secure your financial future. Explore our range of products and services tailored for both individuals and families.
Transparency and Compliance Notice: Investment Advisory and Privacy Guidelines
We want to be open and follow the rules. Our Investment Advisor Representatives provide securities through OneAmerica Securities, Inc. This company is a Registered Investment Advisor and is a member of FINRA and SIPC. Please note that Allegis Financial Partners works independently. It is not connected to OneAmerica Securities. Allegis is also not a broker-dealer or a Registered Investment Advisor.
For your security, we advise against transmitting orders related to your OneAmerica Securities, Inc. account via email. Neither OneAmerica Securities, Inc. nor Allegis Financial Partners can be held responsible for executing such orders or instructions.
We also emphasize the importance of privacy and legal compliance. This information is intended solely for the individual or entity to whom it is addressed. Unauthorized interception may violate the law. If you are not the intended recipient, you cannot share, distribute, or copy this information. If you have received this in error, please contact the sender immediately and delete all copies of the message.
Related Services Available
At CPA Attorney, we specialize in guiding both business owners and individuals towards financial success through meticulous tax and financial planning. Our experienced CPA lawyers provide personalized solutions to ensure your financial stability both now and in the future.
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Make sure that your real estate deals and investments are in line with your financial objectives.
CPA Attorney is a one of a kind tax firm specializing in tax, financial, real estate services. CPA Attorney works with you to achieve the best possible outcome now and in the future.
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