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Allied Wealth Partners

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  •  Fax: (973)299-9227
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Allied Wealth Partners

  • About 
    • Our Locations
    • Community Involvement
  • Our Team
    • Leadership Team
    • Connecticut
    • Clark, NJ
    • Jersey City, NJ
    • Manasquan, NJ
    • Martinsville, NJ
    • Morristown, NJ
    • Mount Laurel, NJ
    • New York, NY
    • Parsippany, NJ
    • Uniondale, NY
    • Warren, NJ
    • Support Staff
  • Services 
    • Fee-based Financial Planning
    • Medical Division
    • Who We Help
    • Services We Provide
    • Who We Are
    • About Jason
    • Special Needs Division
    • Employee Benefits Division
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Who We Are

Jason is a financial speaker and lecturer to the medical and dental communities. Jason's financial planning practice specializes in the creation of financial strategies designed specifically for the unique financial needs of physicians, dentists, medical professionals and their families. 

We recognize that during training you are grossly over worked and underpaid. Once in practice, your income jumps overnight from a low tax bracket to a high tax bracket. With  increased income you will have important financial decisions, “How do I properly allocate my earnings to address my financial concerns?” We are in tune with your financial concerns about emergency reserves, debt management, risk management, physician specific mortgages, investments and retirement.  We consult with doctors and dentists on their important personal and professional financial decisions from medical and dental school through retirement.

Our process begins with listening to you to understand your personal financial goals and objectives. From there, we focus on educating you about financial strategies and the importance of developing sound financial habits. We explain the benefits of financial planning strategies and products either in person or through financial seminars and web-based tutorials. We help you implement and monitor your personalized financial strategy.

Our objective is to build a strong working relationship with you based on loyalty and trust.

About Jason

Services

  • Fee-based Financial Planning
  • Medical Division
  • Who We Help
  • Services We Provide
  • Who We Are
  • About Jason
  • Special Needs Division
  • Employee Benefits Division

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14 Walsh Drive Suite 100 Parsippany, New Jersey, 07054, United States
  •  moconnor@alliedwealthpartners.com

Allied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3055307 DOFU 08-2020

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation. 

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