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, we’re 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.

Alliance Financial Group is an agency of The Guardian Life Insurance Company of America (Guardian), New York, N.Y.  Alliance Financial Group has Registered Representatives and Financial Advisors of and offers securities products/services and advisory services through Park Avenue Securities LLC (PAS) 7 Hanover Square, New York, NY 10004, 1-888-600-4667.
PAS is an indirect, wholly owned subsidiary of Guardian. 

PAS is a member FINRA/SIPC.


Registered Representative is securities licensed in Florida and the material is strictly intended for individuals residing in this state. No offers may be made or accepted from any resident outside this specified state.

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.

PAS and the representative do not provide legal or tax advice or services.