At Allied Financial Services, Inc., we understand that the personal and financial information you share with us is deeply private.  We appreciate the trust you place in our firm and take our responsibility to protect your information seriously.  We remain committed to protecting the security and privacy of your personal information and continue to uphold professional standards of confidentiality that go beyond legal requirements.

Allied Financial Services provides investment advisory and brokerage services through Osaic Wealth, Inc., a registered broker-dealer and SEC-registered investment adviser (CRD #23131). Osaic Wealth, Inc. is the financial institution responsible for the collection, use, and safeguarding of client nonpublic personal information under SEC Regulation S-P.

Osaic Wealth, Inc.'s Privacy Notice governs the collection, use, sharing, and safeguarding of client nonpublic information for investment advisory and brokerage accounts.  For details on what information is collected, how it is used and shared, and your choices, visit:  https://osaic.com/disclosures/privacy-policy

Allied Financial Services, Inc. may collect limited personal information (such as contact information) through this website for scheduling and inquiries; this information is used solely for business communication purposes and handled in accordance with Osaic’s privacy policies and applicable law.

For questions about local practices, contact info@alliedfinancialservices.com. For questions about Osaic’s privacy program, use the contact information provided in Osaic’s Privacy Notice.