Allied Wealth Partners
Dan Irizarry currently serves as the Managing Director at Allied Wealth Partners, with previous experience as the Managing Sales Director at both Creative Financial Strategies and MetLife. Dan holds an Associate's Degree in Business Administration and Management from Middlesex College.
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Allied Wealth Partners
Founded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the NY/NJ Metropolitan area. As of December 2022, we assist clients with over $5.1 billion of assets and have over $6.9 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.