Alliance Financial Group

Alliance Financial Group is a financial services agency that provides overall wealth management to develop world-class savors, so you can lead the life you deserve. Whether it’s paying yesterday’s debt, starting or closing a business, educating your children, or saving for your future, we protect you from potential pitfalls while taking advantage of opportunities that come along the way.For over 30 years, our philosophy has been to protect and provide for what you care about most. Backed by the strength of a 155-year-old Fortune 250 company, The Guardian Network delivers on its long-term promises. With the same values, our client’s best interest always comes first. We start by discussing “what’s possible” and take you all the way to “it’s happening, and I know I’m prepared.” Our accomplished and credentialed team consists of Certified Financial Planners, Attorneys, Certified Public Accountants, Chartered Life Underwriters, Chartered Financial Consultants, and MBAs. Alliance Financial Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ 14021 Metropolis Ave. Fort Myers, FL 33912: ph# 239.561.2900. PAS is an indirect, wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS or Guardian, Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability or quality thereof. #2019-80650 exp 6/21