Allied Wealth Partners
Terry Cavaliere has been working in the financial industry since 2006, starting as an Executive Assistant at Northwestern Mutual before becoming a Case Manager at Trust Financial Services. Currently, Terry is a Client Service Associate at Allied Wealth Partners.
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.