Allied Financial Consultants, LLP Welcomes James Dillon as New Business Consultant

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The Newtown-based financial services firm announces addition of James to the team.

“I am enjoying the role of providing my existing clients more resources in the financial field that benefits not only them, but their children and their futures.”

Mr. Dillon is joining Allied Financial Consultants as a Business Consultant, focusing on introducing families and businesses to a full service planning approach. He has realized the need for people to have access to a trusted source of information and a group who can help educate them on those concerns.

A graduate of Notre Dame, James is Founder and President of a highly acclaimed regional basketball training organization, Hoops 24-7. This organization teaches fundamentals of the sport while maintaining focus on life skills like persistence, leadership and dedication. Part of fulfilling the mission of Hoops 24-7 is helping families find opportunities for their children to succeed. James provides parents with the tools to learn more about college planning for their child.

As a result of building relationships with parents and the community, James realizes the great need for financial education on college planning. Whether it’s supplementing athletic scholarships or finding alternatives in the absence of scholarship funds, James provides coaching on the court and direction to the best resources for those families.

On his new role with Allied Financial Consultants, James says, “I am enjoying the role of providing my existing clients more resources in the financial field that benefits not only them, but their children and their futures.”

Allied Financial Consultants, LLP is a fully integrated financial services firm located in Newtown, Pennsylvania. Providing a holistic approach to financial planning, the advisors of Allied Financial Consultants place emphasis on comprehensive financial planning. By way of strategic alliance with on-site CPA firm Gilbert, Wilson & Hunter, LLP, clients receive a financial strategy to create and grow wealth, protect and preserve wealth, and plan for tax-efficient distribution.

James is known to our office and clients as Jimmy – he is available to his contacts and clients of Allied Financial Consultants by email, jdillon(at)afc-gwh(dot)com. For more information about Jimmy and Allied Financial Consultants, please contact Elizabeth Van Osten at evanosten@afc-gwh.com.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Allied Financial Consultants, LLP and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IA,IL, IN, KS, MA, MD, MI, MO, MT, NC, NH, NJ, NY, PA, SC, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced

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Elizabeth Van Osten
Allied Financial Consultants, LLP
since: 11/2013
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Elizabeth Van Osten

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