- Our Process Overview
- The Strategic Wealth Scorecard
- AAG Services
- Living Balance Sheet
- Wealth Strategies for Women
Just For Women
Investment strategies
Alliance Advisory Group is committed to helping you develop strategies to create and build your wealth, protect your family and business, and prepare for a secure retirement.
Career opportunities
We offer exceptional career opportunities to our female Financial Representatives, as well as programs, seminars and materials to support your success. We provide and emphasize:
“The work environment here is very family friendly. I didn’t go to school to be a financial advisor, so being part of a team has helped me handle unfamiliar situations. If I need something, I know I can depend on other team members for guidance or advice. We all want to work together to help the agency continue to grow.”
- Stella L. Fey, Financial Professional
Alliance Advisory Group, Inc.
Williamsville, NY
- Education — including online and classroom training, workshops, conferences and continuing education courses.
- Role models — such as Barbara O’Neill, Sr. Vice President of Finance and Administration, and Samantha Clark, Director of Career Development, who are available to mentor and guide you on your career path.
- Networking and Affiliations — our corporate culture encourages cooperation among your peers as well as involvement in business and community organizations.
“I’m a mom, wife and career woman. It’s extremely important to have the flexibility to be successful in my career, while staying close to my family. Working with the Alliance Advisory Group helps me to do that and more.”
- Samantha Clark, Director of Career Development
Alliance Advisory Group, Inc.
Williamsville, NY