Alliance Financial Group

Description

• Alliance Financial Group began in 1982. Over 25 years later, we have evolved into one of the premier financial services firms in the industry. Today, we are a comprehensive financial services firm that is able to offer individuals, as well as small or medium-sized businesses, something very few firms can offer - a 360° view of your financial world.You may not realize it, but every decision however large or small can affect your long term goals. Often, were so busy in our lives, that the time we devote to planning is limited. As a result, financial decisions can be made quickly and without thought to the overall financial implications leading to costly inefficiencies.At Alliance Financial Group, we make it our responsibility to help you realize financial wellness. In other words, to help maximize wealth and better protection of your wealth. Our accomplished and credentialed team of account executives consists of attorneys, Certified Public Accountants, Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, and MBAs.Using a team approach, we are able to provide breakthrough thinking that can eliminate costs and capture more money for you to help maximize your wealth and bring significant value to your business, your career, and your life. Most importantly, we are never satisfied. We continually evaluate the process and adapt it based on your changing needs.The Living Balance Sheet ® and the Living Balance Sheet ® Logo, are registered service marks of The Guardian Life Insurance Company of America. The graphics and text used herein are the exclusive property of The Guardian Life Insurance Company of America and protected under U.S. and International copyright laws.© Copyright 2005-2009, The Guardian Life Insurance Company of America
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  Headquarters:14021 Metropolis Avenue , Fort Myers, Florida, United States

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  Phone Number: +1 239-561-2900

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  Website: https://www.afgfl.com/fort-myers

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  Employees:91

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  Revenue:$10 - 50M

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  Legal Name:Alliance Financial Group

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• |  NAICS Code: 524126  |

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