About Our Agency
A Coordinated and Integrated Approach To Your Success
At Alliance Financial Group, we house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards.
Our mission is to use our skills and financial knowledge to help you and those important to you enjoy financial security and prosperity throughout your lifetimes. Your success is our success – and we work tirelessly to create the right strategies to optimize your wealth building potential and financial well being.
At Alliance Financial Group, we offer an array of specialized strategies that will address virtually all of your financial needs. The Living Balance Sheet® is one state-of-the-art planning tool that sets us apart. It provides you with a detailed, holistic view of your financial world at any given time and helps us work with you to model and address a variety of financial scenarios and outcomes.
Knowing how quickly events can change, we stay abreast of current legislation and trends, and how they might impact your financial future.
Alliance Financial Group is an Agency of The Guardian Life Insurance Company of America, founded in 1860, and currently one of the largest mutual life insurance companies in the United States. Supported by the tremendous resources of Guardian, Alliance Financial Group is well equipped to work with you to build your future. For more information on Guardian, click a link to the right.
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Links to other sites are for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency, Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.
14021 Metropolis Avenue | Fort Myers, FL 33912 | Phone: 239-561-2900 Fax: 239-561-2975
Alliance Financial Group is an agency of the Guardian Life Insurance Company of America (Guardian), New York, N.Y. Guardian, its subsidiaries, agents, or employees do not provide tax or legal advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. No offers may be made or accepted from any resident outside these specified states. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside. The information on this web site is designed to be general in nature and for educational purposes only.
Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY . Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. PAS is an indirect, wholly owned subsidiary of Guardian. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian. Alliance Financial Group is not an independent registered investment advisor. The information on this site is intended for the residents of [INSERT STATE CODES]. The financial representatives of Alliance Financial Group are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact [CONTACT NAME] at (239)-5612900.
PAS is a member of FINRA, SIPC
The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.
The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws.
Guardian, its subsidiaries, agents or employees do not give tax or legal advice.
© Copyright 2005-2011, The Guardian Life Insurance Company of America
GEAR #2011-3520