Allied Financial Services, Inc. has announced the promotion of Jake Sadwick to partner. Since joining in 2019, he has played a pivotal role in creating comprehensive financial strategies for clients. Sadwick’s promotion highlights his expertise, client-focused approach, and commitment to offering integrated solutions across investment management, risk management, estate planning, and more. A University of Rochester graduate in financial economics, Sadwick began his career at Morgan Stanley before joining Allied Financial Services to focus on holistic financial planning. Earning his CFP designation in 2022, he has built strong relationships and worked closely with CPAs to provide a seamless financial experience. “We are proud to welcome Jake as a partner,” said David Younis, director of financial services at Allied. “His dedication, growth, and client relationships have greatly contributed to our success.”
